Calton charges investment advisory fees for portfolio management services based on a percentage of assets in clients’ accounts, up to 2.60%. These fees may be negotiable. Financial planning services are offered for a flat fixed or hourly fee, also negotiable. Additional administrative fees of up to $40 per quarter may be charged in both wrap and non-wrap, investment advisory fee-based programs. Certain clients may be charged for portfolio investment performance by Calton under specific terms in the Investment Advisory Agreement, pursuant to a performance-based fee schedule.
2320 Third Street S, Suite 4, Jacksonville Beach, FL, 32250
Get directionsArchester is the owner/agent of The Neil Agency, Inc., an insurance agency, since 2004. He dedicates nearly full-time hours to this activity.