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
106 South Seaman, Eastland, TX, 76448
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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 ActivitiesSells Insurance
Angela is involved in several business activities, including equine care and training, serving as a partner in Smart Money Group LLC (an RIA), Kennedy Financial Services (financial advice and insurance), Briscoe and Associates LLC (tax preparation), Guided Planning Solutions LLC (paraplanning services), and T&G Strategic Partners, LLC (financial planning/advice). She also owns rental properties and is a registered representative with Calton & Associates.