Fpa Real Estate Advisers Group, LLC
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Overview
Fpa Real Estate Advisers Group, LLC operates as a financial advisory company based in Irvine, California. The company administers $7.9 billion in assets under management across 36 client accounts, placing it among the largest financial advisory firms in the country by assets under management (AUM). The company has an average-sized team, including 15 financial advisors. Fpa Real Estate Advisers Group, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like options, bonds and stocks.
Fpa Real Estate Advisers Group, LLC manages all of the company's accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction decisions for the client's account without requiring the client's permission. The firm's typical account size is $220.6 million. The average financial advisor at Fpa Real Estate Advisers Group, LLC manages around two client accounts, placing it among the most personalized firms in the country.
The firm's central office is located at 2082 Michelson Drive, Irvine, California 92612. The firm is permitted to provide services to customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fpa Real Estate Advisers Group, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$7.9 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
58
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
36
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$220.6 million
Fee Structure
Fees for financial management usually depend on which services the firm provides the client. However, fees charged by the company most likely consist of some blend of the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Fpa Real Estate Advisers Group, LLC works with pooled investment vehicles. Out of its 36 customers, Fpa Real Estate Advisers Group, LLC's largest client group by number of accounts is pooled investment vehicles. None of the company's clients reside abroad.
- 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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