Sue Bunner
Sue Bunner is a registered investment advisor at Calton & Associates, INC., based in Austin, TX, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 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
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
Austin, TX
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Regulatory History (1)
Customer Dispute
May 2012Other Business Activities
Sue is the Director of 2BL Management LLC, managing the business operations of the Austin branch of Calton & Associates, Inc. She dedicates a few hours per week to these duties, which include payroll and vendor management.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Choice Advisory Group, INC.
Choice Investments, INC.Broker
Foresters Equity Services, INC.Broker
Charles Schwab & CO., INC.Broker
Janus Distributors, INC.Broker
Princor Financial Services CorporationBroker
A. G. Edwards & Sons, INC.Broker
State Registrations8 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.