Accordant Investments LLC

Fee-Only (% of Portfolio)

Accordant Investments manages real estate investment funds. The firm believes real estate investments can benefit investor portfolios. Accordant manages the Accordant Real Estate Growth Fund (a private fund) and a real estate related interval fund. Accordant directs and manages each fund's investments by developing due diligence data, selecting investments, modeling portfolio strategy, engaging with underlying managers, and monitoring performance. The services are not tailored to individual investor needs.

Assets Under Management$160M
Clients2
Advisors3
Avg. per Client$82M
Avg. per Advisor$55M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Accordant Investments manages investment funds and charges management fees, which are paid indirectly by the investors in those funds. The management fees are determined on a client-by-client basis and are typically calculated monthly based on a percentage of capital invested. The fees are calculated with respect to net asset value and paid in arrears by the end of the following month. The management fees could be negotiated.

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Location

3 Advisors at this firm

Accordant Investments LLC | TrueAdvisor