Marc Alvis
Marc Alvis is a registered investment advisor at Calton & Associates, INC., based in Tallahassee, FL, with 18 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
1876 Eider Ct., Suite B, Tallahassee, FL, 32308
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2014Other Business ActivitiesSells Insurance
Marc is a partner at Rosenberg Alvis Ambrose Wealth Management, a financial services and insurance business, since 2022. He dedicates full-time hours to this role, with a significant portion during trading hours.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations18 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.