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Daniel Foraker

Realta Investment Advisors, INC
20 Years of Experience
Wilmington, DE
Broker
View SEC Summary
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Daniel Foraker is a registered investment advisor at Realta Investment Advisors, INC, based in Wilmington, DE, with 20 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 1,231 clients with $390M in assets under management.

Realta Investment Advisors, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
1,231 clients
Average Client Portfolio
$313K average
Assets Under Management
$385.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annualized fee is 2.50%. Fees are negotiable at the discretion of the firm or financial advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1201 N. Orange Street, Suite 729, Wilmington, DE, 19801

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Daniel works full-time as an investment advisor representative at Realta Investment Advisors. He also owns two rental properties, dedicating a few hours per week to managing them.

Employment History
Current Registrations
Realta Investment Advisors, INC
February 2020 - Present · 6 yrs 8 mos
Realta Equities, INC.
February 2020 - Present · 6 yrs 8 mos
Realta Equities, INC.Broker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Davinci Capital Management, INC.Broker
July 2022 - May 2023 · 10 mos
Morgan Stanley & CO. LLCBroker
February 2019 - March 2020 · 1 yr 1 mo
Capital One Advisors, LLC
July 2016 - February 2019 · 2 yrs 7 mos
Capital One Investing, LLCBroker
January 2008 - February 2019 · 11 yrs 1 mo
Ing Direct Securities INC.Broker
June 2006 - November 2008 · 2 yrs 5 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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