How does the advisor help clients – Key Takeaways:
CALTON & ASSOCIATES, INC. is a reputable financial firm that specializes in providing expert financial advice to clients. With years of experience and a team of highly skilled advisors, CALTON & ASSOCIATES, INC. has built a strong reputation for helping clients achieve their financial goals. Whether they are individuals, families, or businesses, CALTON & ASSOCIATES, INC. is dedicated to providing personalized and comprehensive financial services.
- Team of highly skilled advisors with years of experience
- Personalized and comprehensive financial services
- Specializes in helping clients achieve their financial goals
Facts and Insights:
CALTON & ASSOCIATES, INC. has been in business since 1985 and currently has over $4 billion in assets under management. With a team of 300 advisors across the country, CALTON & ASSOCIATES, INC. has established itself as a trusted and reliable financial firm. The firm’s success can be attributed to its commitment to providing exceptional service to its clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $4 billion | 300 | Since 1985 |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Solutions
- Financial Education
Client Types:
CALTON & ASSOCIATES, INC. serves a diverse range of clients, including:
- Individuals
- Families
- Small Businesses
- Non-Profit Organizations
- Corporate Clients
Fees & Compensation:
CALTON & ASSOCIATES, INC. believes in transparent and fair pricing for its services. The firm’s fees are based on a percentage of assets under management, ensuring that the advisors are aligned with the clients’ best interests. CALTON & ASSOCIATES, INC. also discloses any potential conflicts of interest and ensures that there are no hidden fees or charges involved in their services.
Background:
CALTON & ASSOCIATES, INC. was founded in 1985 and has been providing expert financial advice to clients for over 35 years. The firm has a strong leadership team with a wealth of industry experience, and its advisors are highly trained and knowledgeable in various financial areas. CALTON & ASSOCIATES, INC.’s commitment to its clients’ success has helped the firm establish a strong reputation in the industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CALTON & ASSOCIATES, INC. is required to disclose any potential conflicts of interest that may arise in their services. This includes receiving compensation from third-party providers and engaging in transactions that may benefit the firm’s affiliates. However, the firm is dedicated to transparency and always puts its clients’ interests first.