Our Fees
Many investors simply do not understand what fees they pay for their investments. The financial services industry typically engages in indirect and complex charging practices.
We made it a goal to do things differently. Our fee is simple and straightforward and based on the value of the assets we manage. This fee covers portfolio management, ongoing financial planning services, and all meetings and phones calls with your advisor as we assist you with managing your financial life. You will be able to easily find our fee as a line item on your statements when you hire Granite State Wealth Management.
Depending on the complexity of your situation, your initial financial plan generally costs $2,500. Upon receiving our investment recommendations, if you choose to appoint us to manage your investments, the initial financial planning fees are waived.
| Assets Under Management | Annual Fee* |
| $500,000 - $999,999 | 1.50% |
| $1,000,000 - $1,999,999 | 1.25% |
| $2,000,000 - $2,999,999 | 1.00% |
| $3,000,000 - $3,999,999 | 0.95% |
| $4,000,000 - $4,999,999 | 0.85% |
| $5,000,000 - $9,999,999 | 0.75% |
| $10,000,000 and above | Negotiable |
While fees are important, having a trustworthy and competent financial advisor is the key. A good advisor will create tremendous value for you. You should consider your own time availability and financial knowledge to determine if you feel you can achieve comparable results on your own. When it comes to your retirement planning, what is peace of mind worth to you?
For all prospective clients, we offer a complimentary initial consultation as a chance for us to get acquainted. We want to make sure you feel confident that our financial planning process meets your needs. Please contact us at your convenience so we can both determine if we are the right fit.
*PPS Custom Program (Transactions) Account clients will pay an annual management fee, as outlined in the blended fee schedule above. The management fee is negotiable, billed quarterly, and based on the value of assets in the account. In addition to the annual management fee, PPS Custom Program clients may pay transaction charges and miscellaneous account fees and charges, as described in the Master Services Agreement (MSA), PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure.