24Acres
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
24Acres Wealth is a small, independent advisory firm that serves individuals and high‑net‑worth clients through discretionary investment management and financial planning. The firm also provides specialized 1031 exchange advisory services and works with a broad set of investments, including ETFs, mutual funds, stocks, bonds, REITs, private investment vehicles, and rental real estate.
The firm’s investment approach is grounded in Modern Portfolio Theory, emphasizing diversified, risk‑based portfolios with systematic tilts toward factors such as company size, relative price, and profitability, implemented primarily via ETFs and mutual funds. Accounts are managed on a discretionary basis under investment policy statements, with periodic (typically quarterly) reviews and an emphasis on long‑term, disciplined exposure rather than market timing.
Compared with many peers, 24Acres integrates real‑estate advisory into its core offering: it provides 1031 exchange analysis and coordination (while not serving as a qualified intermediary) and includes clients’ rental real estate equity in the assets it considers for billing, and it may offset third‑party real estate bookkeeping costs for some clients. The firm is newly established and operates as a solo practitioner with a small client base and no stated account minimum; it recommends Charles Schwab as custodian and discloses receipt of platform services while not routinely aggregating trades, which are operational features that may differ from larger advisory practices.
Client services
Expertise
Fee options
Tiered flat fees based on exchanged property sale price ranging from $15,000 to $100,000, plus $5,000 per additional replacement property beyond included limit.
$0 - $3,000,000: 1.00% $3,000,001 - $6,000,000: 0.80% $6,000,001 - $9,000,000: 0.60% $9,000,001 - $12,000,000: 0.40% $12,000,001+: 0.30%
Main office
Redondo Beach CA
Advisors at this office
1
Most active in
California
Also doing business as
24 Acres · 24 Acres Wealth, LLC · 24 Acres, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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