Fpa Real Estate Advisers Group, LLC

CRD#288195
Investment Advisor Firm

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Overview

Fpa Real Estate Advisers Group, LLC is a financial advisor company based in Irvine, California. The firm controls $5.5 billion in assets under management throughout 25 client accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). It has a small group of 15 employees, five of whom are financial advisors. Fpa Real Estate Advisers Group, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like options, stocks and bonds.

Fpa Real Estate Advisers Group, LLC manages all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes buy and sell judgments for the client's account without requiring client authorization. The firm's typical account size is $219.1 million. The average financial advisor at Fpa Real Estate Advisers Group, LLC administers about five client accounts, making it one of the most individualized firms in the country.

The company's main office is located at 2082 Michelson Drive,, Irvine, California 92612. Fpa Real Estate Advisers Group, LLC is legally registered to provide services to clients in the state of California.

Assets Under Management

$5.5 billion

Number of Advisors

5

Disclosures

No

Office Location

2082 Michelson Drive,
Irvine, CA 92612

Fpa Real Estate Advisers Group, LLC by the Numbers

Total Assets Under Management

$5.5 billion

National Average: $3.7 billion
Total Number of Employees

15

National Average: 29
Total Number of Accounts

25

National Average: 2,073
Average Account Size

$219.1 million

National Average: $1.8 million

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Fee Structure

Fees charged by financial advisors vary depending on which services the firm provides the client. Fee types billed by the firm likely include any combination of the following fee types: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

It works with pooled investment vehicles. Out of its 25 accounts, Fpa Real Estate Advisers Group, LLC's largest client by number of accounts is pooled investment vehicles. None of its customers are from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Fpa Real Estate Advisers Group, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA