Security Capital Research & Management Incorporated

Fee-Only (% of Portfolio)

Security Capital Research & Management manages investments exclusively in publicly traded real estate securities. Security Capital offers its services to institutional and high net worth clients through separately managed accounts, sub-advisory accounts, and other pooled investment vehicles. Investment services may be tailored for each client’s specific needs and objectives.

Assets Under Management$3.8B
Clients67
AdvisorsN/A
Avg. per Client$56M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.10%
$10.0M - $50.0M1.00%
$50.0M - $100.0M0.75%
$100M+0.60%

Fees may be negotiable in certain circumstances. Fees for other investment products and strategies may be higher or lower than the standard fee schedule.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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No advisors found for this firm.