Jay Porter
Jay Porter is a registered investment advisor at Realta Investment Advisors, INC, based in Wilmington, DE, with 42 years of industry experience. Jay 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.
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Jay is a stock broker DBA with Porter Advisory Group since 2002, spending up to 120 hours per month. He also works full-time as an investment advisor representative for Realta Investment Advisors, Inc.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Wachovia Securities, LLC
Wachovia Securities, INC.Broker
Oppenheimer & CO., INC.Broker
Cibc World Markets CORP.Broker
Prudential Securities IncorporatedBroker
First Affiliated Securities, INC.Broker
State Registrations21 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.