Dan Holzer is a registered investment advisor at Realta Investment Advisors, INC, based in San Diego, CA, with 14 years of industry experience. Dan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,958 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Realta Investment Advisors offers investment management services through various programs. The maximum annual fee for the Advisor as Portfolio Manager (APM) program is 2.50%, billed quarterly in advance. For Unified Managed Accounts (UMA) and Separately Managed Accounts (SMA), the maximum annual fee is also 2.50%, billed quarterly in advance, excluding platform fees. The total annual fee for the client (including Realta's fee and third-party platform fees) cannot exceed 3.00%. Fees are negotiable at Realta's discretion.
Location
San Diego, CA
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Regulatory History (2)
Customer Dispute
September 2024Financial
September 2016Other 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.