Jacob Palmer is a registered investment advisor at Realta Investment Advisors, INC, based in Wilmington, DE, with 31 years of industry experience. Jacob 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
1201 N. Orange Street, Suite 729, Wilmington, DE, 19801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.
Realta Equities, INC.Broker
Previous Registrations
Jvm Securities, LLCBroker
Thurston Springer FinancialBroker
Invstr Financial LLC
Social InvstrBroker
Frost Brokerage Services, INC.Broker
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Swbc Investment Advisory Services LLC
Swbc Investment Company
Swbc Investment Services, LLCBroker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Fixed Income Securities, LP
Fixed Income Securities, LPBroker
USAA Investment Management CompanyBroker
State Registrations2 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.