Daniel Plumlee is a registered investment advisor at L & B Realty Advisors, LLP, based in Dallas, TX, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 13 clients with $270K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
L&B Realty Advisors manages real estate investments for separately managed accounts. The firm generally receives an acquisition fee equal to between 0.50% and 1.0% of the total asset value of each acquired asset. In addition, L&B Realty Advisors generally receives a management fee, payable quarterly, equal to either (i) between 0.45% and 1.25% of the net asset value of the account or (ii) between 5% and 8% of the net operating income of the account. Fees are negotiated on a case-by-case basis and are expected to vary.
Location
5910 North Central Expressway, Suite 1200, Dallas, TX, 75206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
L & B Realty Advisors, LLP
State Registrations1 state
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