Caltier Advisors, LLC

Fee-Only (% of Portfolio)

CalTier Advisors is a registered investment advisor that offers investment recommendations exclusively through an interactive website platform. CalTier Advisors specializes in real estate investments, guiding clients toward pooled investment vehicles sponsored by its parent company, CalTier, Inc., and its affiliates. The platform uses proprietary algorithms and investor profiles to generate personalized investment suggestions, focusing primarily on long-term growth and income through commercial real estate, multifamily properties, and related debt or equity instruments. Clients maintain control over their investment decisions and execute transactions on their own accord. CalTier Advisors operates on a non-discretionary basis, meaning it does not make trades without client approval. The firm does not provide comprehensive financial planning, tax planning, or holistic portfolio management across multiple asset classes, limiting its scope strictly to the real estate offerings available on the platform.

Assets Under Management$6.9M
Clients2,304
AdvisorsN/A
Avg. per Client$3K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fee is 0.5% per year of assets invested in CalTier Fund I and CalTier REIT I, paid out of cash distributions.

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

0 Advisors at this firm

No advisors found for this firm.