Joseph George is a registered investment advisor at Calton & Associates, INC., based in Kansas City, MO, with 15 years of industry experience. Joseph 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
4800 NW 88th Street, Suite 212, Kansas City, MO, 64154
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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 Activities
Joseph is the owner and sole proprietor of STG Financial, a DBA for his investment-related company, since 2021. He works full-time in this role, with most of his time spent during securities trading hours.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Dominion Portfolio Management, INC.
Previous Registrations
Dominion Investor Services, INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Gwfs Equities, INC.Broker
J.P. Morgan Institutional Investments INC.Broker
State Registrations2 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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