Realized Financial provides specialized investment advisory services focused exclusively on real estate assets, including tenant-in-common interests, Delaware statutory trusts, qualified opportunity zones, real estate investment trusts, and private real estate funds. Realized Financial works with accredited investors to design and execute tailored real estate investment strategies. Clients retain full decision-making authority over their investments, and Realized Financial does not make trades without client approval. In addition to investment recommendations, Realized Financial utilizes proprietary software to assess liquidity and financial goals, and can assist a client's existing financial advisor with holistic financial planning upon request. Realized Financial operates as a wholly owned subsidiary of Realized Holdings and is dually registered as a registered investment advisor and a broker-dealer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees and account minimums are negotiable. Net asset value calculation begins in year two. A financial planning fee may be charged in lieu of ongoing advisory fees.