Granite Harbor Advisors, INC.
Assets Under Management
$561.4M
Number of Clients
398
Number of Advisors
10
Average Client AUM
$1.4M
AUM per Advisor
$56.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Granite Harbor Advisors offers wrap portfolio management, asset management, financial planning & consulting, and retirement plan consulting. They tailor investment advice to client needs and objectives, offering various investment strategies and continuous portfolio monitoring. The firm manages over $561 million in assets.
Fee Structure
Asset management fees are capped at 1.00% annually, billed monthly in arrears based on the average daily balance. Financial planning and consulting are charged hourly (up to $1,000/hour) or as a flat fee (up to $150,000), based on the engagement's scope and complexity. Retirement plan consulting fees are capped at 1.00% of assets under advisement or may be charged hourly. A minimum household balance of $250,000 is required for wrap portfolio management and asset management services, but this may be negotiable.
Areas of Practice
Location
10603 West Sam Houston Parkway North, Suite 450, Houston, TX, 77064