Roman Inochovsky
Roman Inochovsky is a registered investment advisor at Calton & Associates, INC., based in Maitland, FL, with 11 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
Maitland, FL
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Regulatory History (1)
Regulatory
June 2022Other Business ActivitiesSells Insurance
Roman works as a life insurance broker, dedicating about 10-20% of his time to insurance sales and service. He also serves as an honorary consul for the Czech Republic and is a book-selling author, but spends minimal time on these activities.
Employment History
Current Registrations
Calton & Associates, INC.
Previous Registrations
Hornor, Townsend & Kent, LLC
Modern Capital Advisors, LLC
Innovation Partners LLC
Regal Investment Advisors LLC
Bright Owl Investment Advisors
Bb&t Investment Services, INC.
Bb&t Investment Services, 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.