Realized Financial provides advice on a single asset class: real estate investments like TICs, DSTs, QOZs, REITs, and Private Real Estate Funds. Realized Financial uses its own software to understand your financial needs and risk tolerance to recommend suitable products. You make the final investment decisions. Realized Financial may also act as a sub-advisor to other financial professionals. They do not manage investments on a discretionary basis.
Assets Under ManagementN/A
Clients1
Advisors5
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$300K
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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