At The Granville Investment Group, LLC, our professionals take the team approach to serving each and every one of our clients. Our advisors and support staff will work as a unit to put you and your family at the center of everything we do. We believe your experience here will be different and better than anything else you have encountered in the financial services industry.
Because of the comprehensive nature of our financial planning and investment service, we follow a step-by-step process to help uncover the important details of your financial objectives so that we may best plan for the road ahead.
There is no assurance that any investment strategy will be successful. Investing involves risk including the possible loss of principal.
In an asset-based fee relationship, you pay a fee (charged quarterly) for the advice and services provided by your financial advisor as a part of the advisory relationship. This fee is based on the level of assets in your account, independent of the level of trading activity. By deciding to pay a fee based on services provided rather than transactions, you should understand that the fee may be higher than the cost of a commission alternative during periods of lower trading activity.
You should understand that the advisory fee charged in fee-based accounts is in addition to the management fees and operating expenses charged by open-end, closed-end and exchange-traded funds. To the extent that you intend to hold fund shares for an extended period of time, these internal fund expenses should be added to the advisory fee when evaluating the costs of an account. Additionally, certain mutual fund families impose short-term trading charges (typically 1 to 2% of the original amount invested) that are generally NOT waived for fee-based accounts.
