Joel Robison
Joel Robison is a registered investment advisor at Calton & Associates, INC., based in West Bountiful, UT, with 19 years of industry experience. Joel 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
740 West 500 South, Suite #1, West Bountiful, UT, 84087
Get directionsHistory
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 Registrations22 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.