Fundrise Advisors, LLC

Fee-Only (% of Portfolio)

Fundrise Advisors manages pooled investment vehicles (eDirect Funds, Fundrise Opportunity Fund, and Fundrise Credit Fund) and offers non-discretionary investment advice to individual clients through the Fundrise Platform. Individual clients can participate in Portfolio Investment Plans, Auto-Investment Plans, and Re-Investment Plans, receiving non-personalized advice based on their preferences and the firm's software-based models. Fundrise Advisors relies on Rise Companies Corp.'s personnel to perform services on its behalf.

Assets Under Management$3B
Clients394,904
AdvisorsN/A
Avg. per Client$7.7K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.15%

Fundrise Advisors may reduce or waive fees for certain Individual Clients without notifying and without reducing or waiving its fees for all Individual Clients.

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