Magdalena Santos is a registered investment advisor at Calton & Associates, INC., based in Houston, TX, with 18 years of industry experience. Magdalena 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
13111 Westheimer Rd., Suite 475, Houston, TX, 77077
Get directionsHistory
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
Magdalena is an Investment Adviser Representative at Westpark Wealth Advisors, offering fee-based products. This activity requires minimal time.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Westpark Wealth Advisors, INC.
Previous Registrations
Ims Securities, INC.Broker
State Registrations1 state
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
More Advisors
- Jon Vaughan, CFACalton & Associates, INC.
- Michael SpearsCalton & Associates, INC.
- Dean Harvey, CFPCalton & Associates, INC.
- Christopher Gammon, CFPCalton & Associates, INC.
- William PayneCalton & Associates, INC.
- Lauren Smith, CFPConcurrent Investment Advisors, LLC