Anthony Kulhanek
Anthony Kulhanek is a registered investment advisor at Realta Investment Advisors, INC, based in Lantana, TX, with 36 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,958 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
Lantana, TX
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Regulatory History (1)
Customer Dispute
May 2015Other Business Activities
Anthony is the President/Director of Kulhanek Investment Specialty Services DBA, dedicating full-time hours to protecting assets from litigation. He is also an Investment Advisor Representative at Realta Investment Advisors Inc., spending a few hours per week providing investment advisory services.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Realta Equities, INC.
Previous Registrations
Crescent Advisor Group, INC.
Coastal Investment Advisors
Titan SecuritiesBroker
Bennett Ross, INC.Broker
First Financial United Investments LTD., L.L.P.Broker
Retirement Investment GroupBroker
PFS Investments INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.