Michael Mirich
Michael Mirich is a registered investment advisor at Realta Investment Advisors, INC, based in Escondido, CA, with 22 years of industry experience. Michael 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annualized fee is 2.50%. Fees are negotiable at the discretion of the firm or financial advisor.
Fee Estimator
Location
500 Laterraza Blvd, Suite 150, Escondido, CA, 92069
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.
Exams
More Advisors
- Jeffrey Wiyninger, CFPPathway Advisors, LLC
- Brenton Devore, ChFCDevore Financial Advisors LLC
- Rene' Flores, CFPEdward Jones
- Cory Schmelzer, CFPOsaic Wealth, INC.
- Timothy Winter, CFPSteward Family Office, INC.
- Rachel Currington, CFPEdward Jones