About GRANULAR CAPITAL LIMITED
GRANULAR CAPITAL LIMITED is a leading financial advisory firm that provides personalized and comprehensive financial services to clients. With a team of highly experienced and knowledgeable advisors, they assist clients in achieving their financial goals and objectives.
How does the advisor help clients – Key Takeaways:
- Offers personalized and comprehensive financial services
- Helps clients achieve their financial goals and objectives
- Team of highly experienced and knowledgeable advisors
Facts and Insights
GRANULAR CAPITAL LIMITED has been in business for over 10 years and has a strong track record of helping clients successfully manage their finances. They have been recognized for their expertise and high-quality services by industry experts and publications.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 2008 |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 25 |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Insurance planning
- Tax planning
- Education planning
Client Types
- High net worth individuals
- Business owners
- Couples and families
- Professionals and executives
- Retirees
Fees & Compensation
GRANULAR CAPITAL LIMITED operates on a fee-only basis, which means they do not earn any commission or sell any products. This aligns their interests with their clients’ and ensures unbiased advice. Their fees are based on a percentage of assets under management, making their services affordable for all clients.
Background
The team at GRANULAR CAPITAL LIMITED is made up of highly qualified and experienced financial advisors. They have diverse backgrounds and bring a wealth of expertise to the firm. They continuously undergo training and education to stay up-to-date with the latest financial trends and strategies.
Financial Advisor Disclosures to Know
GRANULAR CAPITAL LIMITED believes in transparency and complies with all regulatory policies and guidelines. Before starting a working relationship, clients are provided with a disclosure document that outlines important information such as fees, investment strategies, and potential conflicts of interest.