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
300 N. Austin, Comanche, TX, 76442
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Customer Dispute
April 2000Other Business ActivitiesSells Insurance
Danny is a registered representative and owner of Armstrong Financial, dedicating full-time hours to securities. He also owns Danny Armstrong Life Insurance Sales, spending minimal time on life insurance sales and advice, and Westpark Wealth Advisors, Inc. spending minimal time providing financial advisory services.