William Hester
William Hester is a registered investment advisor at Calton & Associates, INC., based in Marble Falls, TX, with 36 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
1002 Marble Heights Dr, Suite 101, Marble Falls, TX, 78654
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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.