Robert Werr
Robert Werr is a registered investment advisor at Calton & Associates, INC., based in Marble Falls, TX, with 32 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
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
January 2019Customer Dispute
September 2013Other Business ActivitiesSells Insurance
Robert owns rental real estate properties since 1992 and 2012, respectively, dedicating minimal time to each. He is also an agent for several insurance companies, selling life, disability, and health insurance.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Dominion Portfolio Management, INC.
Previous Registrations
Dominion Investor Services, INC.Broker
Esi Financial Advisors
Equity Services, 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.