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How does the advisor help clients – Key Takeaways:
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS is a leading financial expert in the real estate investment industry. With a team of experienced advisors and a professional approach, the firm helps clients make the most informed and profitable decisions when it comes to real estate investments.
Facts and Insights
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS was founded in 1993 and has since then been providing top-notch financial services to clients. It currently manages over $1 billion in assets and has a team of over 100 advisors who are experts in their field.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 100+ | Since 1993 |
Financial Services Offered
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS offers a wide range of financial services in the real estate investment sector. Some of their key services include investment management, portfolio analysis, tax planning, and risk management.
Client Types
The firm caters to a diverse range of clients, including high-net-worth individuals, corporations, and institutional investors. They have the expertise to tailor their services to meet the specific needs and goals of each client.
Fees & Compensation
PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS operates on a fee-only structure, meaning they do not receive commissions or other forms of compensation for recommending certain investments. This ensures that their advice is always in the best interest of their clients.
Background
The team at PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS is composed of highly qualified and experienced professionals who have a deep understanding of the real estate market. They stay updated on the latest industry trends and use their expertise to guide clients towards successful investments.
Financial Advisor Disclosures to Know
As a leading financial advisor, PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS is committed to transparency and always ensures that clients are fully aware of any potential risks or conflicts of interest before making any investment decisions. The firm has a clean record with no disclosures or regulatory actions.