Terrance Ostrander
Terrance Ostrander is a registered investment advisor at Calton & Associates, INC., based in Manitowoc, WI, with 28 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
540 N 8th Street, Manitowoc, WI, 54220
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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
Terrance is the owner of Ostrander Financial Group, LLC, which provides tax preparation and planning services. He dedicates a significant amount of time to this business, especially during tax season, and also provides investment services.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Calton & Associates, INC.
Previous Registrations
Capital Financial Services, INC.Broker
Capital Financial Services, INC.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
H. C. Denison CO.Broker
State Registrations4 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.