BG
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
5 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$300K
Fees are charged quarterly in arrears based on Assets Under Advisement. The minimum account size is $300,000, but fees and account minimums are negotiable. A financial planning fee may be charged instead of ongoing advisory fees. Clients will also be charged fees by the sponsor of each investment, disclosed in the offering documents.
Areas of Practice
Real Estate Investing
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Advisor Information
Office location
400 W. 15th St., Suite 700, Austin, TX, 78701
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Realized Financal, INC.
July 2024 - Present · 1 yr 6 mos
Realized Financial, INC. Broker
October 2023 - Present · 2 yrs 3 mos
Realized Financial, INC.
October 2023 - Present · 2 yrs 3 mos
State Registrations19 states
AKCACOCTFLHIKSMDMONCNHNJNYOHORPASDTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.