William Bell is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Midland, TX, with 40 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
1031 Andrews Highway, Ste. 204, Midland, TX, 79701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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William is the founding managing director of Bell Family Resources, LLC, which contains the Family Tree Farm and, on occasion, oil and gas assets. He spends minimal time managing the assets.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Rca Advisory Services
Previous Registrations
Dominion Investor Services, INC.Broker
Ifs SecuritiesBroker
Ifs Advisory, LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Everen Securities, INC.Broker
Principal Financial Securities,inc.Broker
A. G. Edwards & Sons, INC.Broker
Shearson Lehman Hutton INC.Broker
State Registrations7 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.