Midtown Investment Advisors LLC

Fee-Only (% of Portfolio)

Midtown Investment Advisors manages investments for private funds, primarily focusing on real estate. Midtown tailors its services to each fund's specific investment guidelines, as outlined in their investment management agreement. The firm employs a fundamental, value-driven investment strategy, seeking risk-adjusted returns in the real estate sector. Midtown does not offer wrap fee programs.

Assets Under Management$310M
Clients9
AdvisorsN/A
Avg. per Client$35M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The firm may reduce, waive or rebate all or a portion of the Advisory Fee with respect to one or more Clients (including the Firm’s affiliates) for any period of time, or agree to apply a different Advisory Fee for any Client.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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Midtown Investment Advisors LLC | TrueAdvisor