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
13111 Westheimer Rd., Suite 475, Houston, TX, 77077
Get directionsRegulatory History
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
Joshua is a partner at Compass Retirement Planning, selling securities and some insurance. He also works as an agent for Protective Life Insurance Company and One America, selling life insurance and LTC policies, and is an agent for Westpark Wealth Advisors, Inc. for advisory business. Joshua spends nearly full-time hours at Compass Retirement Planning, and about a quarter of his time at Westpark Wealth Advisors, Inc. He also dedicates about a quarter of his time to Benaiah LLC, developing products for Amazon, and Camp Blessing, leading Bible studies and developing partnerships.