Terra Firma Asset Management

Fee-Only (% of Portfolio)

Terra Firma Asset Management is a registered investment advisor that offers both discretionary and non-discretionary asset management services. The firm specializes in investments related to real estate, including REITs and other publicly traded real estate companies. Terra Firma Asset Management monitors client portfolios and rebalances them as needed based on market conditions and research. They also provide consulting services related to real estate market fundamentals and security selection. The firm also acts as a sub-advisor to the Terra Firma Realty Innovation ETF.

Assets Under Management$0
Clients1
AdvisorsN/A
Avg. per Client$0
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is up to 1.00% depending on the size and strategy of the account. Other fee payment arrangements may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Terra Firma Asset Management | TrueAdvisor