Richard Ehrlich
Richard Ehrlich is a registered investment advisor at Secure Wealth, INC., based in Boca Raton, FL, with 18 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 221 clients with $130M 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 | 2.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
7280 W. Palmetto Park Road, Suite 201N, Boca Raton, FL, 33433
Get directionsHistory
Regulatory History (4)
Financial
June 2025Financial
September 2023Customer Dispute
January 2004Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Richard independently sells life insurance and annuities through Ehrlich Financial Group, dedicating nearly full-time hours to this activity. He also works as a solicitor for Howard Capital Management, dedicating about 10-20% of his time to submitting client data for analysis.
Employment History
Current Registrations
Secure Wealth, INC.
Previous Registrations
Retirement Wealth Advisors, INC.
Precision Capital Management
Horter Investment Management, LLC
Park Avenue Securities LLC
Securian Financial Services, INC.
NFP Securities, INC.
Allmerica Investment Management CO INC
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.