Realta Investment Advisors offers investment advice and manages client assets through financial advisors. They provide advice on various investments, including mutual funds, ETFs, and alternative investments. Realta offers portfolio management, investment consulting, financial planning, and estate planning. Financial advisors tailor advice to individual client needs and objectives. Clients can impose restrictions on investments, subject to Realta's approval. Realta also offers financial planning services on a comprehensive or limited basis.
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.