About GRANITE STATE CAPITAL MANAGEMENT, LLC
GRANITE STATE CAPITAL MANAGEMENT, LLC is a leading financial management firm with a strong commitment to providing exceptional services to its clients. Founded in 2005, the firm has established a reputation for excellence in the industry, making it a trusted partner for individuals and businesses seeking financial guidance.
Facts and Insights
GRANITE STATE CAPITAL MANAGEMENT, LLC prides itself on its team of experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals. With their expertise and in-depth understanding of the market, the team at GRANITE STATE CAPITAL MANAGEMENT, LLC provides clients with valuable insights and personalized strategies to help them make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 14 years |
Financial Services Offered
GRANITE STATE CAPITAL MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The firm strives to provide comprehensive and holistic solutions to help clients achieve their financial goals.
Client Types
GRANITE STATE CAPITAL MANAGEMENT, LLC serves a diverse clientele, including high-net-worth individuals, families, and businesses. The firm understands that each client has unique financial needs and goals, and therefore, it tailors its services to meet their specific requirements. Whether it’s creating a customized investment portfolio or developing a retirement plan, GRANITE STATE CAPITAL MANAGEMENT, LLC is committed to delivering personalized solutions to each of its clients.
Fees & Compensation
At GRANITE STATE CAPITAL MANAGEMENT, LLC, transparency and integrity are fundamental principles that guide the firm’s relationship with its clients. The firm operates on a fee-only basis, which means it does not earn commissions or receive any compensation from recommending specific investments or financial products. Instead, clients pay a fee based on the assets under management, ensuring that the firm’s interests are aligned with those of its clients.
Background
GRANITE STATE CAPITAL MANAGEMENT, LLC was founded by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. Under Mr. Smith’s leadership, the firm has grown and established itself as a top financial management firm in the region. With a team of experienced and dedicated financial advisors, GRANITE STATE CAPITAL MANAGEMENT, LLC continues to provide exceptional services and help clients achieve their financial goals.
Financial Advisor Disclosures to Know
GRANITE STATE CAPITAL MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally obligated to act in the best interests of its clients at all times. Additionally, the firm does not have any disclosures on its record, demonstrating its commitment to maintaining a clean and transparent track record.