Jose Porrata
Jose Porrata is a registered investment advisor at Calton & Associates, INC., based in San Juan, PR, with 33 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
280 Domenech Ave, San Juan, PR, 00918
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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
Jose has been an independent insurance agent since 1982, selling disability, fixed annuities, life/accident/health, long-term care, and property & casualty insurance. This takes nearly a full-time commitment.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Modern Capital Advisors, LLC
Modern Capital Advisors, LLC
Modern Capital Securities INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Advantage Capital CorporationBroker
Travelers Equities Sales, 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.