Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
119 King Street, Hagerstown, MD, 21740
Get directionsRegulatory History (4)
Employment Separation After Allegations
May 2015Customer Dispute
February 2009Employment Separation After Allegations
February 2006Customer Dispute
April 2003Other Business ActivitiesSells Insurance
Becky owns and operates Shepherd's Hill farm, raising sheep and dogs, which takes nearly full-time. She also works as a livestock judge and sells life insurance with LTC riders, dedicating minimal time to each.