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How does the advisor help clients – Key Takeaways:
Colton Wealth Management provides comprehensive financial planning services to individuals and families seeking expert advice and management of their assets. With a team of experienced advisors and a focus on client education and personalized strategies, they help clients achieve their financial goals and make informed decisions for their future.
Facts and Insights
- Assets Under Management: $500 million (as of December 31, 2020)
- Number of Advisors: 10
- Time in Business: Over 20 years
Financial Services Offered
Colton Wealth Management offers a wide range of financial services, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
Colton Wealth Management serves a diverse range of clients, including:
- Individuals
- Families
- Business Owners
- High Net Worth Individuals
Fees & Compensation
Colton Wealth Management operates on a fee-based model, meaning they charge a percentage of assets under management as their fee. This ensures that their interests are aligned with their clients, as their compensation is directly tied to the performance of their clients’ portfolios. They do not receive any commissions or compensation from third-party products, ensuring unbiased and objective recommendations.
Background
Colton Wealth Management was founded in 1999 by John Colton, a seasoned financial advisor with over 30 years of experience in the industry. Over the years, the firm has grown to a team of 10 advisors with a combined total of over 150 years of experience. They pride themselves on their personalized approach and dedication to their clients’ success.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. As a registered investment advisor, Colton Wealth Management has a fiduciary duty to act in their clients’ best interests. They also have a strict code of ethics and require all advisors to adhere to industry regulations. Additionally, all advisors undergo regular background checks and disclose any disciplinary actions on their Form ADV, which can be viewed on the Securities and Exchange Commission’s website.