Granderson Wealth Management Group

Shannan Granderson, as CEO and lead advisor, holds responsibility for both the firm's macro investment posture and individual client portfolio construction. The firm operates a central investment committee model typical of boutique RIAs, but public disclosures name Granderson as the key decision-maker. No external sub-advisor relationships or outsourced chief investment officer engagements are publicly reported.

Yes, as a registered investment advisor, the firm is legally bound to a fiduciary standard under the Investment Advisers Act of 1940. This means the firm must place client interests ahead of its own in every recommendation and portfolio action. This distinguishes the firm from broker-dealer models that operate under the less stringent suitability standard.

The firm primarily constructs portfolios using individual securities, exchange-traded funds, and institutional mutual funds, custodied with a major third-party platform. The strategy integrates tactical adjustments around a strategic core, and the firm has publicly cited exposure across equities, fixed income, and alternatives. It does not maintain proprietary fund vehicles or offer commingled private investment structures.

Granderson Wealth Management Group operates on a fee-only basis, charging clients a percentage of assets under management. This model aligns the firm's revenue with portfolio performance and client retention rather than transaction volume. Planning fees for discrete projects such as retirement readiness assessments are also available, reflecting the RIA industry's broader shift away from commission-based income.

The firm allocates to alternative asset classes where liquid and accredited-investor-accessible vehicles exist, including real estate investment trusts and private credit funds. It does not run a dedicated alternatives platform, nor does it publicly report participation in institutional-grade private equity or venture capital fund commitments. Client liquidity requirements generally cap alternatives exposure below aggressive institutional thresholds.