Calton & Associates, Inc. operates as both a registered investment advisor and a broker-dealer, offering a range of financial services through a network of independent representatives. The firm provides portfolio management, wrap fee programs, access to third-party money managers, and financial planning services. Representatives may also act as registered representatives of a broker-dealer or as independent insurance agents, allowing them to offer a wide array of commission-based securities and insurance products in addition to fee-based advisory services. Calton & Associates tailors its investment strategies to individual client needs, utilizing various analytical methods and offering services ranging from discretionary asset management to retirement plan consulting.
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.