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 directionsBart owns a duplex, renting out one side and living in the other, since 2007. He spends minimal time on maintenance and rent collection.