Michael Petter
Michael Petter is a ChFC-designated registered investment advisor at Calton & Associates, INC., based in San Antonio, TX, with 25 years of industry experience. Michael 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
San Antonio, TX
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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
Michael operates as a financial planning agent through Michael A. Petter & Associates, selling insurance products and fixed annuities, dedicating about half of his time. He also manages a ranch, works as an investment advisor representative, and is an agent for Secure Benefits selling insurance and retirement/estate planning products.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Westpark Wealth Advisors, INC.
Previous Registrations
Ims Securities, INC.Broker
Locust Street Securities, INC.Broker
State Registrations11 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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