Donald Wilson
Donald Wilson is a registered investment advisor at Calton & Associates, INC., based in Orange Park, FL, with 5 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
Orange Park, FL
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Regulatory History (1)
Financial
August 2016Other Business ActivitiesSells Insurance
Donald is an author and occasionally speaks publicly, dedicating minimal time to this activity. He also owns Wilson Financial Services & Strategies, where he brokers life, disability, and supplemental insurance, spending about 10-20% of his time on this.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Nylife Securities LLCBroker
State Registrations3 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.