Advisor at Reale Managed Assets, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Reale Managed Assets, Inc.
Location
Clifton Park, NY
Credentials
Series 63, Series 65
Industry experience
38 years
James Reale is the president of Reale Managed Assets, Inc. in Clifton Park, NY, with 38 years of industry experience. He has held roles at StoneX Securities Inc. since 2014 and has led his own firm since 2003. In addition to his advisory work, he is a licensed financial representative and insurance agent involved in investments, life insurance, long-term care, and fixed annuities. Reale Managed Assets, Inc. serves individual investors, high-net-worth clients, retirement plan participants, and trusts by providing discretionary mutual fund timing and exchange services. The firm focuses on shifting assets between aggressive and defensive mutual fund positions based on technical, fundamental, and cyclical market indicators through daily implemented signals.
$2,000 - $49,999: 2.5% $50,000 - $499,999: 2.0% $500,000 - $999,999: 1.5% $1,000,000+: 1.0%
Commissions and 12b-1 fees may be received separately by registered representative for securities and mutual funds purchased through broker/dealer
Account minimum: $2,000 for IRA assets; $10,000 for non-retirement accounts (exceptions possible with Letter of Intent or additional accounts) Fee-only: Annual fees based on tiered percentage of assets under management as above; no commissions included in advisory fee
Clifton Park, NY
Florida · New York · Pennsylvania
StoneX Securities Inc.
2014 - Present (12 years)
Reale Managed Assets, Inc.
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I am financial consultant/advisor who has been in the financial services industry for the last 8+ years and a business owner specialist for the past 5 years. I've gained experience in several different industries over of the years, however most of my experience has been with construction & tech companies. Inside of your business we offer CFO services, business consulting and/or valuation services for a monthly retainer or a flat fee. Outside of your business we offer investment advice, tax strategy, real estate investing, asset protection strategy, insurance review, estate planning & more for an hourly fee, monthly retainer, flat fee or AUM fee. In one example, we were able to help one of our clients go from $1.74million of annual revenue to $10.003million in 1 year. More importantly, we were able to strategically use the profits of the business to buy $3mill worth of investment real estate in 1 year. In addition, by structuring the real estate purchases strategically and implementing a tax strategy, we were able to save the client an additional $200k+ in taxes for that tax year.
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