Robert Anderson
Robert Anderson is a registered investment advisor at Calton & Associates, INC., based in Crystal Beach, FL, with 26 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
Crystal Beach, FL
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Regulatory History (1)
Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Robert sold a term life policy three years ago through Direct Insurance. He is also an independent insurance agent with Robert Anderson Fixed Business and owns rental property, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.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.