James Meter
James Meter is a registered investment advisor at Realta Investment Advisors, INC, based in Wilmington, DE, with 18 years of industry experience. James 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 (3)
Customer Dispute
July 2023Customer Dispute
June 2022Financial
August 2016Other Business ActivitiesSells Insurance
James is the President and Owner of Tahoe Financial Planning, LLC, offering financial planning services including securities sales, investment advisory, and fixed insurance. He is also an Investment Advisor Representative at Realta Investment Advisors, Inc. and an independent life insurance agent selling fixed insurance products, fixed annuities, life insurance, and long-term care; these activities each take nearly full-time hours.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.
Realta Equities, INC.Broker
Previous Registrations
Cabin Securities, INC.Broker
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Brookstone Capital Management LLC
Tahoe Financial Planning LLC
American General Securities IncorporatedBroker
PFS Investments INC.Broker
State Registrations5 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.