Bobby Cowand
Bobby Cowand is a registered investment advisor at Realta Investment Advisors, INC, based in Wilmington, DE, with 33 years of industry experience. Bobby 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
Get directionsHistory
Regulatory History (5)
Customer Dispute
January 2016Customer Dispute
June 2006Customer Dispute
August 1998Customer Dispute
November 1997Employment Separation After Allegations
August 1994Other Business ActivitiesSells Insurance
Bobby is the CEO/President of Airbubbles LLC, involved in aviation, and owns Regal Rooms LLC (leasing space) and Regal Waves LLC (recording/broadcasting). He also works full-time for Realta Investment Advisors, Inc. and Cowand Wealth Management, and spends a few hours per week as an insurance agent.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Previous Registrations
Cary Street Partners
Cary Street PartnersBroker
Riverstone Wealth Management
Riverstone Wealth Management, INC.Broker
Bluebonnet Securities, INC.Broker
H.J. Meyers & CO., INC.Broker
Dickinson & CO.Broker
State Registrations19 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.