Richard Imperiale
Richard Imperiale is a registered investment advisor at Uniplan Investment Counsel, INC., based in Milwaukee, WI, with 40 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing. Their firm serves 2,483 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Uniplan Investment Counsel's fees are based on a percentage of the value of your portfolio. The percentage rate stays the same regardless of any subsequent amounts added to or subtracted from the account. Here's a breakdown of the annual fees for different investment types:
- Real Estate Investment Trusts (REITs) and Real Estate Operating Companies (REOCs): 0.75% for accounts of $5,000,000 or less, 0.50% for accounts greater than $5,000,000.
- Small Cap Strategies: 1%
- Micro Cap Strategies: 1%
- Equity Income Strategies: 0.75% for accounts of $500,000 or less, 0.50% for accounts greater than $500,000.
- Fixed Income Strategies: 0.50% for accounts of $5,000,000 or less, 0.35% for accounts greater than $5,000,000.
- Managers Strategy: 1%
Uniplan also partners with Green Alpha Investments to offer the Next Economy Income strategy. Fees for this strategy are: 0.30% for accounts between $500,000 and $5,000,000, 0.25% for accounts between $5,000,000 and $10,000,000, and 0.20% for accounts over $10,000,000.
Location
839 N Jefferson St., Suite 502, Milwaukee, WI, 53202
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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 →Employment History
Current Registrations
Uniplan Investment Counsel, INC.
Previous Registrations
Uniplan Institutional Advisors LLC
Uniplan Institutional Advisors LLC
Uniplan Investment Counsel, INC.
Uniplan Real Estate Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.