We invest our time without condition for the chance to do business, generate goodwill and help investors if we can. We do not charge for an initial consultation. If we are not the appropriate professional for what you are trying to accomplish, we hope to direct you to someone who is.
Have Questions?
What is the cost of the initial consultation?
What do you think are the most important things to look for in a portfolio manager/financial advisor?
It’s important to find someone you are comfortable talking with. You should be able to ask your investment advisor any question that’s on your mind, and he or she should be able to present the information in a way you fully understand. Also, remember the importance of selecting an advisor that holds to a fiduciary standard (rather than suitability standard) so you know your best interests are always given priority.
What is the minimum investment for clients you work with?
Although we have no firm minimum, it is rare that we can effectively add value for accounts with total assets less than 500,000 dollars.
Do you receive financial compensation for referring clients/prospects/friends to accountants and attorneys?
No. We provide this service to help clients, not to generate revenue.
How often should we meet or talk?
Most clients meet with us in person annually. Phone conversations and additional meetings depend on market activity and changes in clients financial situation.
Realta Equities, Inc. uses First Clearing, a trade name of Wells Fargo Clearing Services. First Clearing provides introducing broker-dealers with efficient execution services for trading stocks, bonds, and other securities. In addition, First Clearing documents and clear transactions collect and pays dividends and interest, processes corporate reorganizations, delivers trade confirmations and statements, custody assets, and provides annual tax-reporting summaries.