Reed O'brien
Reed O'brien is a registered investment advisor at Realta Investment Advisors, INC, based in Wilmington, DE, with 24 years of industry experience. Reed 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 Activities
Reed works as an investment advisor representative for Realta Investment Advisors, providing investment advisory services. This is a full-time commitment for Reed.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Vantage Securities, INC.Broker
Donald & CO. Securities INC.Broker
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.