Orvida Investment Advisors

Assets Under Management

N/A

Number of Clients

Not reported

Number of Advisors

1

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Orvida Investment Advisors, LLC provides consulting services to investors interested in investing in real estate private placements, private equity, non-traded REITs, and 721/1031 Exchange Plans. They assist with information, assistance, and due diligence, but do not provide legal or accounting advice. The firm manages $12,500,000 on a non-discretionary basis.

Fee Structure

Financial Planning:Investment management only
Hourly Rate:Up to $300/hr

Orvida charges a one-time retainer fee of $495 before providing advice. After services are rendered, they charge 1% of the client's equity invested in each real estate private placement or exchange transaction, minus the $495 retainer. Alternatively, clients can negotiate an hourly rate of $300/hour or a flat fee, both minus the $495 retainer. Mr. Abramowitz may also receive commissions as a registered representative of World Equity Group, Inc., for executing client trades.

Areas of Practice
Real Estate Investing
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Location

NV, United States

1 Advisors at this firm