Charlie Elamparo is a registered investment advisor at Realta Investment Advisors, INC, based in San Diego, CA, with 4 years of industry experience. Charlie 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
No disclosures, customer disputes, or regulatory actions on file.
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Charlie works as an investment advisor representative at Realta Investment Advisors, Inc. since February 2024, also acting as a supervisor. This role takes nearly full-time hours.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Realta Equities, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations51 states
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