William Payne
William Payne is a registered investment advisor at Calton & Associates, INC., based in Houston, TX, with 33 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
5718 Westheimer, Suite 950A, Houston, TX, 77057
Get directionsHistory
Regulatory History (2)
Regulatory
November 2013Regulatory
August 1999Other Business ActivitiesSells Insurance
William is a partner at Tri Star Group (financial advisor) and Tri Star Advisors (registered investment advisory), dedicating about half of his time to each. He also works through Dietrich & Associates and ECA Marketing as an insurance sales representative selling annuities, spending about 10-20% of his time on this.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Tri-Star Advisors, INC.
Previous Registrations
Calton & Associates, INC.Broker
Tri-Star FinancialBroker
Securities America, INC.Broker
State Registrations5 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.
Exams
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