Jeffrey Labelle
Jeffrey Labelle is a registered investment advisor at Realta Investment Advisors, INC, based in Sarasota, FL, with 36 years of industry experience. Jeffrey 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
2033 Main Street, Suite 103, Sarasota, FL, 34237
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Regulatory History (30)
Customer Dispute
August 2023Customer Dispute
September 2022Customer Dispute
May 2022Customer Dispute
March 2022Customer Dispute
March 2022Customer Dispute
March 2022Customer Dispute
February 2022Customer Dispute
January 2022Customer Dispute
January 2022Customer Dispute
December 2021Customer Dispute
November 2021Customer Dispute
August 2021Customer Dispute
August 2021Customer Dispute
July 2021Customer Dispute
July 2021Customer Dispute
June 2021Customer Dispute
May 2021Customer Dispute
November 2020Customer Dispute
September 2020Customer Dispute
August 2020Customer Dispute
July 2020Customer Dispute
April 2020Customer Dispute
March 2020Customer Dispute
February 2020Customer Dispute
November 2019Customer Dispute
April 2019Customer Dispute
May 2017Customer Dispute
February 2013Customer Dispute
February 2010Employment Separation After Allegations
September 2007Other Business ActivitiesSells Insurance
Jeffrey is the president of Gulf Coast Wealth Advisors, an internet book author, president of Labelle & Associates (a private label entity for insurance), and president of SRQ Tax Strategies (a marketing company for insurance and annuities). These activities take a few hours per week each.
Employment History
Current Registrations
Realta Investment Advisors, INC
Previous Registrations
International Assets Investment Management, LLC
Kovack Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Woodbury Financial Services, INC.Broker
Next Financial Group, INC.Broker
Sii Investments, INC.Broker
Sentra Securities CorporationBroker
Intersecurities, INC.
Intersecurities, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Legacy Financial Services, INC.Broker
Wma Securities, INC.Broker
Omni Financial Securities, INC.Broker
Painewebber IncorporatedBroker
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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.