Jennifer Lander
Jennifer Lander is a registered investment advisor at Realta Investment Advisors, INC, based in Dallas, TX, with 11 years of industry experience. Jennifer 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
c/o Jennifer Lander PMB #1709, 5956 Sherry Lane, 20th Floor, Dallas, TX, 75225
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2024Customer Dispute
May 2022Other Business ActivitiesSells Insurance
Jennifer operates under the DBA Lonestar Wealth Advisors and is licensed to sell fixed insurance products in Texas since 2014. She also works as an Investment Advisor Representative for Realta Investment Advisors, dedicating full-time hours to this role.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Previous Registrations
Titan Securities
Titan SecuritiesBroker
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.