Calton & Associates, Inc.
2701 N. ROCKY POINT DRIVE, Tampa, Florida 33607
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
Wrap Fee is negotiable between the IAR and the client subject to a maximum of 2.60% annually. In addition to the Wrap Fee, the client may pay certain charges imposed by third parties in connection with investments made through P-MAP and I-MAP. These fees include, but are not limited to, the
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 16 disclosures on record with the SEC.
Regulatory actions
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also registered with a broker-dealer
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.