Andrea Freedman is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Bellaire, TX, with 31 years of industry experience. Andrea 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
Bellaire, TX
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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 Activities
Andrea works as an Investment Advisor Representative (IAR) at Westpark Wealth Advisors, managing discretionary investment accounts, dedicating about half of her time to this role. She also serves as Co Academic Director & Instructor for the CFP(R) Graduate Certificate Program at Susanne Glasscock School of Continuing Studies, spending about 10-20% of her time overseeing instructors, educational content, and teaching.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Calton & Associates, INC.
Westpark Wealth Advisors, INC.
Previous Registrations
Ims Securities, INC.Broker
Stanford Group CompanyBroker
Stanford Group Company
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Masterson Moreland Sauer Whisman, INC.Broker
State Registrations1 state
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.
Exams
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