Michael Mirich
Michael Mirich is a registered investment advisor at Realta Investment Advisors, INC, based in Wilmington, DE, with 21 years of industry experience. Michael 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 (1)
Customer Dispute
April 2023Other Business ActivitiesSells Insurance
Michael operates as an IAR and insurance agent through DBA Income Pros Financial and Insurance Solutions, dedicating full-time hours to advisory business and insurance sales. He is also an investment advisor representative with Realta Investment Advisors, Inc., working full-time. Additionally, Michael runs an eBay flipping business called Sumo Slams Deals, spending a few hours per week.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Previous Registrations
Arete Wealth Advisors, LLC
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Gradient Securities, LLCBroker
Gradient Advisors, LLC
Financial West GroupBroker
Sii Investments, INC.Broker
Foresters Equity Services, INC.Broker
State Registrations3 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.