Amr Tenney is a registered investment advisor at Realized Financal, INC., based in Austin, TX, with 7 years of industry experience. Amr operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees and account minimums are negotiable.
Fee Estimator
Location
500 W. 13th Street, Austin, TX, 78701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Amr works as a consultant for Realized Holdings, focusing on real estate and 1031 consulting, dedicating full-time hours to this role. He also acts as a real estate agent for JBGoodwin, primarily for personal and family transactions, which requires minimal time.
Employment History
Current Registrations
Realized Financal, INC.
Realized Financial, INC.
Realized Financial, INC.Broker
Previous Registrations
Wealthforge Securities, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations36 states
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