Realized Financal, INC.
Assets Under Management
N/A
Number of Clients
1
Number of Advisors
5
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Realized Financial advises clients on a single asset class (real estate). They assist clients in designing and executing a real estate investment strategy, working with the client's existing financial advisor to complete a holistic financial plan. The firm does not act on a discretionary basis.
Fee Structure
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
Location
400 W. 15th St., Suite 700, Austin, TX, 78701