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 directionsAmy is a licensed real estate agent, a partner in a divorce advice and mediation business, and a partner/life insurance agent at Forefront Insurance Partners. She also works as a registered representative with Calton & Associates, Inc. and is an officer at Woman in Confidence.