Patrick Mcmanus
Patrick Mcmanus is a CFA-designated registered investment advisor at Calton & Associates, INC., based in Ocala, FL, with 3 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
1333 SE 25th Loop, Suites 101, Ocala, FL, 34471
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Calton & Associates, INC.
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.