William Barber
William Barber is a registered investment advisor at Calton & Associates, INC., based in Atlanta, GA, 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
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
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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
William owns Barber Farms LLC, a rental property for residential housing and farming, and is an independent insurance agent selling life insurance and annuities. He also works for Advisory Services Network LLC as an RIA and Oakmont Financial Partners as a financial advisor and partner, dedicating nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Advisory Services Network
Previous Registrations
Wfg Investments, INC.Broker
Wfg Advisors, LP
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
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.