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Michael Hartley

Dale K. Ehrhart, INC.
31 Years of Experience
Venice, FL
1 Disclosure
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Michael Hartley is a registered investment advisor at Dale K. Ehrhart, INC., based in Venice, FL, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 139 clients with $650M in assets under management.

Dale K. Ehrhart, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
139 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$648.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.60%
$10M+0.50%

Fees are negotiable depending on client needs and situation complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 W Venice Ave, Suite G, Venice, FL, 34285

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History

Regulatory History (1)
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Civil
July 2005
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Dale K. Ehrhart, INC.
March 2026 - Present · 7 mos
Previous Registrations
Allied Advisors LLC
November 2003 - December 2005 · 2 yrs 1 mo
Dale K. Ehrhart, INC.
November 1994 - December 2025 · 31 yrs 1 mo
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
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