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ChFC
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ChFC

Manfred Ehrenfried

Transamerica Financial Advisors, LLC
29 Years of Experience
Austin, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Manfred Ehrenfried is a ChFC-designated registered investment advisor at Transamerica Financial Advisors, LLC, based in Austin, TX, with 29 years of industry experience. Manfred is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,735 clients with $2.1B in assets under management.

Transamerica Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1121 advisors
Number of Clients
42,735 clients
Average Client Portfolio
$49K average
Assets Under Management
$2.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Maximum total annual program fees are up to 2.75% for TFA365 and third-party manager programs, and up to 2.0% for Transamerica ONE. Fees vary based on the specific program, model portfolios selected, and negotiations with your investment advisor representative.

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

Location

1106 Clayton LN, Suite 225E, Austin, TX, 78723

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History

Regulatory History (1)
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Criminal
July 1953
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Manfred sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He is also an author of aerospace books and was previously a director at Manned Spaceflight Operations Association.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
June 2016 - Present · 10 yrs 4 mos
Transamerica Financial Advisors, LLCBroker
June 2016 - Present · 10 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - April 2016 · 7 yrs 3 mos
Raymond James Financial Services
March 2006 - January 2009 · 2 yrs 10 mos
Raymond James Financial Services, INC.Broker
March 2006 - April 2016 · 10 yrs 1 mo
Waddell & Reed, INC.
August 1997 - March 2006 · 8 yrs 7 mos
Waddell & Reed, INC.Broker
December 1996 - March 2006 · 9 yrs 3 mos
State Registrations7 states
CACOFLLANYTXVA
AdvisorBrokerBoth

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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