AIRE Advisors LLC

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AIRE Advisors LLC
CRD #307450
SEC #801-119842
CIK #0001908177
AUM 1,006.4 M (2026-06-09)
Employees 9 (100% Investors, 0% Brokers)
Fees
Minimum
Phone310-277-2473
Address9350 Wilshire Blvd
Beverly Hills, CA 90212
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
110088066044022002010201520212027
Fees and Compensation — Form ADV Part 2A (7/2/2026) [Brochure]
Item 5: Fees & Compensation

ADV Part 2A – Firm Brochure                     Page 6                                     AIRE Advisors, LLC

Compensation for Our Advisory Services

Comprehensive Wealth Management:

AUM based Fee:

Unless clients agreed otherwise in the signed advisory agreement, the annual advisory fee schedule
for domestic clients is outlined below, international clients will generally incur an additional 0.30%:

               Assets Under Management             Annual Percentage of Assets Charge
                    First $2,000,000                            0.95%
                    Next $8,000,000                             0.65%
                    Next $10,000,000                            0.45%
                    Next $5,000,000                             0.25%
                  $25,000,000 & Above                          Negotiable

* Please note that the above fee schedule is a blended fee schedule. For example, if a client has
$22,500,000 in assets under management, the annualized advisory fee will be $122,250. The
calculation will be as follows:

($2,000,000 x 0.95%) + ($8,000,000 x 0.65%) + ($10,000,000 x 0.45%) + ($2,500,000 x 0.25%) =
$19,000 + $52,000 + $45,000 + $6,250 = $122,250 annualized fee.

Fees to be assessed will be outlined in the advisory agreement to be signed by the client. Annualized
fees are billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the time-
weighted daily average of the month. Unless otherwise noted in writing, our firm bills on cash and
cash equivalents.

Custom Flat Fee:

Alternatively, our Firm and Clients may agree to a flat fee. A custom flat fee is based on a number of
factors that define the scope and complexity of the engagement, including but not limited to: the
number of family members, trusts, entities, accounts, assets, and service providers involved; the level
of reporting and administrative support requested; the time and resources required to provide the
services; and a percentage or basis-point equivalent of the client's total assets under advisement,
estimated net worth, assets subject to reporting, assets managed by AIRE Advisors, LLC, or another
agreed measure of the client relationship. In no case, however, will the maximum fee exceed
$125,000 per annum.

Fee terms

Fees are customizable at our firm’s discretion, will be defined in the signed advisory agreement and
will be deducted from client account(s). Our firm does not generally offer direct invoicing. As part of
this process, Clients understand the following:

ADV Part 2A – Firm Brochure                    Page 7                                    AIRE Advisors, LLC

    a) The client’s independent custodian sends statements at least quarterly showing the market
       values for each security included in the Assets and all account disbursements, including the
       amount of the advisory fees paid to our firm;
    b) Clients will provide authorization permitting our firm to be directly paid by these terms. Our
       firm will send an invoice directly to the custodian; and
    c) If our firm sends a copy of our invoice to the client, a legend urging the comparison of
       information provided in our statement with those from the qualified custodian will be
       included.

The maximum annual fee charged to clients utilizing Third Party Managers will be distinct from the
maximum fee published above for this service. These fees are separate but in addition to the advisory
fees outlined above. Third party money managers establish and maintain their own separate billing
processes over which we have no control. In general, they will directly bill you and describe how this
works in their separate written disclosure documents. Our firm will debit fees for this service as
disclosed in the executed advisory agreement between the client and our firm. The third-party money
managers we recommend will not directly charge you a higher fee than they would have charged
without us introducing you to them. The maximum annual percentage of assets charged for clients
utilizing our Comprehensive Portfolio Management service as well as the services of a third-party
money manager will not exceed 2.00%

AIRE ONE Comprehensive Wealth Management:

AIRE Advisors, LLC charges AIRE One clients a negotiated flat annual fee, as set forth in the client's
advisory agreement. The fee is based on factors that may include the scope and complexity of the
engagement; the number of family members, trusts, entities, accounts, assets, and service providers
involved; the level of reporting and administrative support requested; the time and resources
required to provide the services; and, among other things, a percentage or basis-point equivalent of
the client's total assets under advisement, estimated net worth, assets subject to reporting, assets
managed by AIRE Advisors, LLC, or another agreed measure of the client relationship. Unless
otherwise agreed in writing, the AIRE One fee is charged as a fixed dollar amount and is not an
automatically adjusting asset-based fee.

AIRE One fees are negotiable and may vary among clients based on the services provided and other
facts and circumstances. The annual flat fee for AIRE One services will not exceed $500,000 per year.
Fees may be billed monthly, quarterly, semi-annually, or annually, in advance or in arrears, as
described in the client's advisory agreement.

Cash Management:

The Maximum fee for our Cash Management service is 0.22% per annum. The ultimate fees to be
assessed will be outlined in the advisory agreement to be signed by the client. Our firm bills on cash
unless indicated otherwise in writing. Annualized fees are billed on a pro-rata basis monthly in
arrears based on the value of the account(s) on the time-weighted daily average of the month. Fees
are negotiable and will be deducted from client account(s). Our firm does not offer direct invoicing.
...
Account Minimums and Types of Clients — Form ADV Part 2A (7/2/2026) [Brochure]
Item 7: Types of Clients & Account Requirements
Our firm has the following types of clients:
   • High Net Worth Individuals and Ultra High Net Worth Individuals.
   • Trusts, Estates or Charitable Organizations;
   • Pension and Profit-Sharing Plans;
   • Corporations, Limited Liability Companies and/or Other Business Types
   • Broker/Dealer

Our requirements for opening and maintaining accounts or otherwise engaging us:

    •    Our firm requires a minimum account balance of $500,000 for our Comprehensive Portfolio
         Management service. Generally, this minimum account balance requirement is not negotiable
         and would be required throughout the course of the client’s relationship with our firm.
         However, our firm may waive this minimum requirement at our discretion.

    •    Our firm requires a minimum account balance of $25,000,000 for our AIRE ONE
         Comprehensive Wealth Management service. Generally, this minimum account balance
         requirement is not negotiable and would be required throughout the course of the client’s
         relationship with our firm. However, our firm may waive this minimum requirement at our
         discretion.

    •    Our firm requires a minimum account balance of $3,000,000 for our Cash Management
         service. Generally, this minimum account balance requirement is not negotiable and would
         be required throughout the course of the client’s relationship with our firm. However, our
         firm may waive this minimum requirement at our discretion.

Clients who opt into electronic delivery of statements or maintain at least $1 million in assets at
Fidelity will not be charged transaction fees for U.S. listed equities and exchange traded funds.
Sector Form 13F Holdings Value ($M)
Apple Inc 42.9
Comcast Corp 14.2
Nvidia Corp 8.0
Texas Roadhouse Inc 5.8
Amazon Com Inc 5.3
Amgen Inc 4.9
Tesla Motors Inc 4.8
 
 
 
 
Holdings by Sector ($M)
60048036024012002020202220242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 40 14.9
(b) Individuals (high net worth individuals) 300 924.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 15 33.0
(h) Charitable organizations 0 0.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 14 19.5
(n) Other 0 14.8
Total 1,163 1,006.4
By Discretionary
Discretionary 1,145 986.0
Non-Discretionary 18 20.5
Total 1,163 1,006.4
By Non-United States Persons
Non-United States Persons 2.9
United States Persons 1,003.6
Total 1,163 1,006.4
EDGAR Form CIK 2011 - 2026
13F-HR [0001908177]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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