Bates Real Estate and Financial Advisory Services

Overview

Bates Real Estate And Financial Advisory Services is a small, individually owned limited liability company that combines real estate-focused investing with financial planning and portfolio management for individual and family clients. The firm is classified as a real estate fund and provides advisory services including financial planning and portfolio management for individuals and small businesses. Compensation is flexible: the firm charges based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. It is not an ESG-focused manager, is not a multi-state adviser, and does not act as a pension consultant. The firm lists an industry affiliation with a CPO or CTA.

Assets & Accounts

Investments & Alternatives