Thomas Martin is a registered investment advisor at Capital United, LLC, based in Waunakee, WI. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Capital United (CapU) provides advisory services to Unaffiliated EB-5 Funds. The fees depend on the investment option chosen:
- Private Investment Fund: 1.0% per year of the assets held in the EB-5 Redeployment Program.
- Single Asset Investment: A one-time due diligence fee of $15,000 upfront, plus an ongoing advisory fee of 1.0% per year of the asset held in the EB-5 Redeployment Program.
For investments in the Real Estate Investment Portfolio or a Private Real Estate Investment, the Unaffiliated EB-5 Fund pays 1.25% per year if total assets are less than $50 million, or 1.0% per year if total assets are $50 million or more. These fees may be negotiable, but the minimum fee is 1.0% per year.
CapU does not charge advisory fees to Affiliated EB-5 Funds.
Location
Waunakee, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Capital United, LLC
State Registrations1 state
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