Matthew Chancey
Matthew Chancey is a CFP-designated registered investment advisor at Realta Investment Advisors, INC, based in Wilmington, DE, with 14 years of industry experience. Matthew 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 ActivitiesSells Insurance
Matthew is the owner of Micel Financial, LLC, involved in insurance sales, real estate, teaching, and acting as an IAR, spending a few hours per week on this. He is also involved in several other businesses, including general contracting, podcasting, investment advisory services, tax education, equipment rental, and owning rental property.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.
Realta Equities, INC.Broker
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Claraphi Advisory Network, LLC
Retirement Wealth Advisors, INC.
Horter Investment Management, LLC
Global Financial Private Capital, LLC
Gradient Investments, LLC
State Registrations37 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.