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.
2701 N Rocky Point Drive, Suite 1000, Tampa, FL, 33607
Get directionsAnthony owns Windward Wealth Management, LLC, providing investment advice and managing client accounts, which takes nearly full-time. He is also a partner in Windward Insurance & Tax Services, LLC, offering accident, life, health, annuities, home & auto insurance, and tax preparation, dedicating a few hours per week.