Selva Equities, LLC

Fee-Only (% of Portfolio)

Selva Equities offers investment advice related to direct and indirect investments in real estate and real estate-related securities. This includes publicly traded Real Estate Investment Trusts (REITs), Real Estate Operating Companies (REOCs), real estate mutual funds, Exchange-Traded Funds (ETFs), private placement real estate offerings, and tangible real estate. Selva Equities will conduct a suitability assessment for all investments and advise clients not to invest more than 10% of their assets in real estate investments unless requested in writing.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fee is negotiable depending on each client's needs.

Fee Estimator
Your Portfolio Value
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Location

1 Advisors at this firm

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