Melvin Ehlert is a ChFC-designated registered investment advisor at Calton & Associates, INC., based in Brenham, TX, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
2556 Ryan, Brenham, TX, 77833
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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
Melvin owns Melvin Ehlert Jr & Associates, Inc., a corporate life and health insurance agency, dedicating about a quarter of his time to sales and management. He also serves as Vice President of the Board of Trustees for Brenham Independent School District and as a Director for St. Paul's Christian Day School, while working full-time as an IAR for Westpark Wealth Advisors, Inc.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Westpark Wealth Advisors, INC.
Previous Registrations
Ims Securities, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, INC.Broker
Jefferson-Pilot Investor Services, INC.Broker
American Capital Financial Services, INC.Broker
State Registrations2 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.