Dan Holzer
Dan Holzer is a registered investment advisor at Realta Investment Advisors, INC, based in San Diego, CA, with 15 years of industry experience. Dan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 1,231 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annualized fee is 2.50%. Fees are negotiable at the discretion of the firm or financial advisor.
Fee Estimator
Location
San Diego, CA
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2026Customer Dispute
March 2026Customer Dispute
September 2024Other Business Activities
Dan is the CEO of Alternative Investment, Inc., a real estate investing company, spending about 30 hours per week. He also works full-time as an investment advisor representative for Realta Investment Advisors, Inc.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.
Realta Equities, INC.Broker
Previous Registrations
Emerson Equity LLCBroker
Ari Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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