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How does the advisor help clients – Key Takeaways:
Real Asset Strategies, LLC is a financial advisory firm that specializes in real estate investments and has a team of experienced professionals dedicated to helping clients achieve their financial goals.
Their services include offering strategic real asset investment solutions to high net worth individuals, families, and institutions.
Their approach to investment is centered around managing risk and creating a diversified portfolio to help clients build long-term wealth.
Real Asset Strategies, LLC also offers financial planning services to help clients with retirement planning, income planning, and tax efficiency strategies.
Facts and Insights
Real Asset Strategies, LLC currently manages a total of $500 million in assets under management, with a team of 10 advisors. The firm has been in business for 10 years, and has a strong track record of delivering results for their clients.
Their investment strategies are built on extensive research and market analysis, with a focus on identifying undervalued real estate opportunities that offer potential for long-term growth and income.
The firm’s approach to financial planning is holistic, taking into consideration all aspects of a client’s financial life to create a comprehensive and personalized plan.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
Real Asset Strategies, LLC offers a variety of financial services including real estate investment solutions, financial planning, and tax efficiency strategies.
Their team of advisors has extensive experience and expertise in real estate markets, allowing them to provide clients with valuable insights and guidance on their real asset investments.
They also offer ongoing monitoring and management of client portfolios to ensure they remain aligned with their goals and risk tolerance.
Client Types
Real Asset Strategies, LLC primarily works with high net worth individuals, families, and institutions who are looking to diversify their portfolio and invest in real estate.
The firm’s personalized approach to financial planning makes them well-suited to work with clients who have complex financial situations and require customized solutions.
Fees & Compensation
Real Asset Strategies, LLC operates on a fee-only basis, meaning they do not receive any commissions or compensation for selling products or recommending investments.
Their fees are based on a percentage of assets under management, with rates varying based on the size and complexity of the client’s portfolio.
This fee structure aligns the firm’s interests with those of their clients, as their success is tied to the success of their investments.
Background
Real Asset Strategies, LLC was founded in 2010 by a team of real estate and financial experts who saw a need for a specialized firm that focused on real asset investments.
Their years of experience and strong track record have made them a trusted name in the industry, with a reputation for providing high-quality service and delivering results for their clients.
Financial Advisor Disclosures to Know
Real Asset Strategies, LLC operates with full transparency and discloses all potential conflicts of interest to their clients.
They are also required to comply with all regulations and laws set forth by the Securities Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
Their advisors are held to a high ethical standard and are committed to acting in the best interest of their clients at all times.