linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Todd Michael Ehret

Royal Fund Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Todd? Claim Your Profile

About Todd Michael Ehret

Todd Michael Ehret is an investment advisor representative associated with Royal Fund Management, LLC. Todd has been working in the financial services industry since September 2002. Todd is registered to provide investment advisory services in Minnesota. Todd has passed the Uniform Investment Adviser Law Examination (Series 65). Todd also works with Cornerstone Financial Resources, LLC, which is a separate firm where Todd focuses on annuity and life insurance sales, college planning workshops and other financial services. Todd has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth.

Firm Information

Todd Ehret is currently registered with Royal Fund Management, LLC. Royal Fund Management, LLC is a registered investment advisor based in LADY LAKE, FL. They offer advisory services in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. They primarily serve individuals (both high-net-worth and other), corporations, and businesses. They do not have a wrap fee program. They have approximately 11,583 clients with $1,361,849,417 in regulatory assets under management.
Royal Fund Management, LLC

1515 BUENOS AIRES BLVD

LADY LAKE, FL 32159

$1.36B

Assets Under Management

6

Total Clients

78

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sub-advisor to other advisers

Sub-advisor to other advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Todd Ehret’s Registration & Firm History

MN

12/10/2017 - Present

Royal Fund Management, LLC (Austin MN)

Not sure if Todd Michael Ehret is right for you?

Licenses & Designations

IA

Issued 08/04/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Michael Ehret.
Not sure if Todd Michael Ehret is right for you?