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
307 SE Frank Phillips Blvd., Bartlesville, OK, 74003
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.
Learn about disclosures →Other Business Activities
Cheryl works at First Investment Corporation, a financial planning firm, about full-time. She also owns and manages real estate rentals through T2T, LLC and T2T Home, LLC, and is a co-trustee of a trust that is a minority shareholder of Dominion Financial Services, Inc. Additionally, Cheryl is a licensed real estate sales associate and does bookkeeping & accounting for TAP Outsourcing LLC.