David Vitt
David Vitt is a registered investment advisor at Realta Investment Advisors, INC, based in Wilmington, DE, with 26 years of industry experience. David 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David works full-time as an investment advisor representative for Realta Investment Advisors and as President/CEO of Vitt Wealth Management. He also works a few hours per week as an insurance agent and spends minimal time on Vitt Investment Corporation.
Employment History
Current Registrations
Realta Equities, INC.Broker
Realta Investment Advisors, INC
Previous Registrations
United Brokerage Services, INCBroker
United Brokerage Services INC
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Chevy Chase Financial Services
Chevy Chase Financial ServicesBroker
Birkelbach Investment Securities, INC.Broker
Peregrine Financials & Securities, INC.Broker
State Registrations6 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.