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.
13111 Westheimer Rd., Suite 475, Houston, TX, 77077
Get directionsDavid is an Investment Advisor Representative (IAR) at Westpark Wealth Advisors since 2014, assisting clients in managing accounts. This takes a few hours per week, with minimal time spent during securities trading hours.