Ashley Quinn Romiti

Realta Investment Advisors, INC

3 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

29122 Rancho Viejo Road, Suite 111, San Juan Capistrano, CA, 92675

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Regulatory History (1)

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