Concreit Fund Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Concreit Fund Management LLC is an investment advisor specializing in commercial real estate fractional investing. Concreit provides investment advice to individual clients through its online platform, tailoring recommendations based on their financial situation and goals. Concreit also manages Concreit Fund I LLC, investing in commercial real estate and related securities. Individual clients can invest in these offerings, but their investment is limited to 10% of their annual income or net worth.

Assets Under Management$8.1M
Clients15,215
Advisors1
Avg. per Client$530
Avg. per Advisor$8.1M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5KIncluded
$5K+0.25%

Clients with assets under $5,000 pay a flat $5/month. For assets invested in Concreit Fund I LLC, the annual fee is 0.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm