Fees Made Simple
At Granite Oak Private Wealth, we offer a straightforward fee based on the assets we manage. The fee covers portfolio management, trading costs, financial planning, and advisor interactions. Fees appear clearly on your statements.
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% |
