Advisor at Granite Hill Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Granite Hill Capital Management, LLC
Location
Ridgefield, CT
Credentials
CFA®, Series 65
Industry experience
20 years
Stephen Tanner is the sole advisor at Granite Hill Capital Management, LLC, where he has worked since 2005. He holds the CFA® designation and a Series 65 license, with 20 years of industry experience. Granite Hill Capital Management provides financial planning, portfolio management, and limited-scope investment consultations primarily to individuals, trusts, and estates. The firm follows an evidence-based investment approach grounded in modern portfolio theory, focusing on strategic asset allocation and tax efficiency, and delivers personalized service through a small client base.
Based on Granite Hill Capital Management, LLC
Based on Granite Hill Capital Management, LLC
Investment and Financial Planning fees billed 50% in advance, balance upon delivery; Capital Management fees billed quarterly in arrears
$0 - $500,000: 0.50% $500,000 - $1,000,000: 0.35% $1,000,000 - $2,000,000: 0.20% $2,000,000+: Negotiable
Hourly planning services at $200 per hour
Account minimum: $250,000 Minimum fee: Minimum annual fee of $1,250 in the first year for accounts below $250,000 Fee-only: Hourly planning services at $200 per hour
Ridgefield, CT
Connecticut
Granite Hill Capital Management
2005 - Present (21 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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