Drc Investment Advisors, LLC

Fee-Only (% of Portfolio)

DRC Investment Advisors provides investment advice to institutional clients, focusing on commercial mortgage loans, including credit tenant and digital infrastructure loans. Debt Reserve tailors its services to each client's individual needs, sourcing opportunities from borrowers, banks, and brokers. The firm uses a proprietary risk rating methodology to categorize loans based on risk levels.

Assets Under Management$390M
Clients6
AdvisorsN/A
Avg. per Client$65M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Debt Reserve charges a management fee for separately managed accounts, calculated as a percentage of the invested capital. The fee is negotiable and is typically deducted from monthly or quarterly principal or interest payments. If those payments don't cover the full fee, the client is responsible for the remaining balance.

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Drc Investment Advisors, LLC | TrueAdvisor