Zelalem Girma is a registered investment advisor at Realta Investment Advisors, INC, based in Corona, CA, with 21 years of industry experience. Zelalem 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
Corona, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zelalem owns and operates Baked Folio, a bakery, dedicating a few hours per week. He also provides investment advisory services at Realta Investment Advisors, Inc., working full-time.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.
Realta Equities, INC.Broker
Previous Registrations
Newedge Advisors
LPL Financial LLCBroker
Morgan Stanley
Morgan StanleyBroker
Waddell & ReedBroker
Waddell & Reed
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Kinecta Financial & Insurance Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
William O'neil & CO. Incorporated
William O'neil & Company, IncorporatedBroker
Atlas Securities, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Sia Securities CorporationBroker
U.S. Bancorp Investments, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations51 states
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