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 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
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.
Exams
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