Fees Made Simple
At Granite Oak Private Wealth, we offer a straightforward fee based solely on the assets we manage. Our fee includes portfolio management, trading costs, financial planning, and ongoing advisor support. Because we do not earn commissions, our clients have confidence knowing we operate as a fiduciary, always acting in their best interest.
Initial financial plans typically cost $3,000 – $5,000 but are waived if you appoint us as your investment manager. Our fee structure is as follows:
| Assets Under Management | Annual Fee % | |
|---|---|---|
| FIRST | $250,000 | 1.75% |
| NEXT | $250,000 | 1.50% |
| NEXT | $500,000 | 1.25% |
| NEXT | $1,000,000 | 1.00% |
| NEXT | $3,000,000 | 0.75% |
| ABOVE | $5,000,000 | 0.50% |
