Dan Holzer

Realta Investment Advisors, INC

14 Years of Experience

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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.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance Planning

Advisor Information

Office location

San Diego, CA

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Regulatory History (2)

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

September 2024

Settled

Financial

September 2016

Final

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Other 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.