CalTier Advisors offers investment advice exclusively through its online platform, recommending real estate investments in pooled investment vehicles, often sponsored by its parent company, CalTier, Inc. The platform uses algorithms to analyze investor profiles and suggest suitable investments. Clients make their own investment decisions. CalTier Advisors' advice is limited to CalTier Inc.'s sponsored real estate investments, which may not represent a diversified portfolio.
Assets Under Management$6.9M
Clients2,304
AdvisorsN/A
Avg. per Client$3K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is 0.5% per year of the amount invested in CalTier Fund I and CalTier REIT I.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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