William Hester
William Hester is a registered investment advisor at Calton & Associates, INC., based in Canton, TX, with 36 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.60% |
Fees are up to 2.60% and may be negotiable depending on the client, representative, and program selected.
Fee Estimator
Location
951 West Dallas Street, Canton, TX, 75103
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an insurance agent selling fixed annuities and property and casualty insurance, dedicating a few hours per week to this. He also provides accounting and tax services as a CPA, spending nearly full-time on this activity, and is involved in a ranching operation for about a quarter of his time.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Dominion Portfolio Management, INC.
Previous Registrations
Dominion Investor Services, INC.Broker
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Sunamerica Securities, INC.Broker
Sunamerica Securities, INC.
First American National Securities, INC.Broker
State Registrations3 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.