Kurtis Stroemel
Kurtis Stroemel is a registered investment advisor at Realta Investment Advisors, INC, based in Wilmington, DE, with 22 years of industry experience. Kurtis 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kurtis is the President of HR&S Financial Services, LLC, where he oversees and manages the business, including insurance sales. He also works as an Investment Advisor Representative for Realta Investment Advisors, Inc., dedicating full-time hours to this role, and holds several treasurer positions for local organizations.
Employment History
Current Registrations
Realta Investment Advisors, INC
Realta Equities, INC.Broker
Previous Registrations
Managed Account Services, LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Plymouth Advisors, LLC
On Investment Management CO
The O.N. Equity Sales CompanyBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
State Registrations4 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.