Joel Robison
Joel Robison is a registered investment advisor at Calton & Associates, INC., based in West Bountiful, UT, with 19 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
740 West 500 South, Suite #1, West Bountiful, UT, 84087
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Regulatory History (1)
Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Joel is involved in several businesses, including owning an old farmhouse and land, owning an office building through RJM Properties, and being a partner in a family cabin. He also sells life insurance through LegacyLifequote.com and The Strategic Life Insurance Planners, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Capital Financial Services, INC.Broker
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
State Registrations17 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.