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
Bellaire, TX
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Andrea works as an Investment Advisor Representative (IAR) at Westpark Wealth Advisors, managing discretionary investment accounts, dedicating about half of her time to this role. She also serves as Co Academic Director & Instructor for the CFP(R) Graduate Certificate Program at Susanne Glasscock School of Continuing Studies, spending about 10-20% of her time overseeing instructors, educational content, and teaching.