Urban Investment Advisors

Fee-Only (% of Portfolio)Fixed/Hourly

Urban Investment Advisors (UIA) provides investment advice focused solely on real estate. UIA works with high-net-worth individuals, partnerships, and other entities, helping them develop long-term strategies for investing in real estate. UIA identifies potential real estate investment opportunities, analyzes them, and makes recommendations. UIA also analyzes real estate investments sourced by clients. UIA updates client plans annually and is available for questions.

Assets Under Management$2.6B
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500

UIA's fees for investment advice are negotiable, but typically include an annual asset-based fee of 1% of the capital invested by the client. For real estate fund investments, UIA typically charges the greater of 0.5% of the client's net invested capital or $2,500 annually. UIA also typically charges a performance-based fee on any profits the client receives after they have received a stated internal rate of return. UIA may also charge an annual retainer or one-time fixed fee for services relating to investments not sourced by UIA and other real estate advisory services.

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Urban Investment Advisors | TrueAdvisor