Melvin Ehlert
Melvin Ehlert is a ChFC-designated registered investment advisor at Calton & Associates, INC., based in Brenham, TX, with 43 years of industry experience. Melvin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.60% |
Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.
Fee Estimator
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.
Exams
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