Paladin Realty Partners, LLC

CRD#158258
Investment Advisor Firm

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Overview

Paladin Realty Partners, LLC operates as a financial advisor firm based in Los Angeles, California. Paladin Realty Partners, LLC manages $207.7 million in total assets over nine customer accounts, placing it in the mid-tier of investment advisory firms in the United States by assets under management (AUM). It has a small team, including 16 financial advisors. Paladin Realty Partners, LLC is not a registered broker-dealer, signifying that 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 company to do so. Securities are defined as exchangable financial assets like stocks, bonds and options.

Paladin Realty Partners, LLC manages all of the company's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager makes buy and sell choices for the client's account without requiring the customer's approval. The firm's average account size is $23.1 million. The typical advisor at Paladin Realty Partners, LLC administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.

Paladin Realty Partners, LLC's central office is located at 10880 Wilshire Boulevard, Los Angeles, California 90024. It is permitted to serve clients in the state of California.

Assets Under Management

$207.7 million

Number of Advisors

16

Disclosures

No

Office Location

10880 Wilshire Boulevard
Los Angeles, CA 90024

Paladin Realty Partners, LLC by the Numbers

Total Assets Under Management

$207.7 million

National Average: $8.6 billion
Total Number of Employees

24

National Average: 64
Total Number of Accounts

9

National Average: 375,227
Average Account Size

$23.1 million

National Average: $23.0 thousand
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Fee Structure

A financial advisor's fees largely vary depending on which service is offered. Fee types billed by the company may include any combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Paladin Realty Partners, LLC.

Available

  • Offered by 69% 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 26% 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 21% 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 1% 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 0% 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 32% 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 10% 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

Paladin Realty Partners, LLC caters to pooled investment vehicles and state or municipal government entities. Out of its nine accounts, Paladin Realty Partners, LLC's largest client group by number of accounts is pooled investment vehicles. None of the company's accounts 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

Paladin Realty Partners, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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