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 directionsJed is the owner and principal of Mutual Trust Asset Management Inc., a registered investment advisor in Florida, dedicating a few hours per week to this business. He is also the director of Principal Derivatives, LLC and president of Mutual Trust Financial Services, selling fixed life and annuities, dedicating minimal time to each.