David Sylvan Cooper

Realta Investment Advisors, INC

31 Years of Experience

View SEC Summary

Firm Information

Realta Investment Advisors, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

57 advisors

Number of Clients

1,958 clients

Average Client Portfolio

$175K average

Assets Under Management

$343.5M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

The maximum annual fee for the APM program is 2.50%, billed quarterly in advance. Fees are negotiable at the discretion of RIA or the Financial Advisor. Clients may incur additional costs such as mutual fund internal management fees. Clients can terminate their agreement with written notice, and unearned fees will be refunded.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance Planning

Advisor Information

Office location

1201 N. Orange Street, Suite 729, Wilmington, DE, 19801

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2005

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business Activities

David is an investment advisor representative at Realta Investment Advisors, dedicating nearly full-time hours to this role. He also owns and operates several businesses, including a CBD retail store (Wake N Bake) and a tropical fish wholesale business, taking about 10-20% of his time and a few hours per week, respectively.