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.
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX, 78735
Get directionsEric is a partner at Forefront Tax Partners and Forefront Insurance Partners, and CEO of Forefront Wealth Partners. He also owns Forefront Advisors Network, Forefront, Forefront Investment Partners, Advisor IT Partners, and works as an agent for AgencyOne.