Michael Strahm
Michael Strahm is a registered investment advisor at Calton & Associates, INC., based in Tampa, FL, with 31 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
2701 N Rocky Point Drive, Suite 1000, Tampa, FL, 33607
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2012Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Scottrade, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Delta Equity Services CorporationBroker
Prudential Securities IncorporatedBroker
Tamaron Investments, INC.Broker
J. W. Gant & Associates, INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations2 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.