Drew Nixon
Drew Nixon is a registered investment advisor at Calton & Associates, INC., based in Carthage, TX, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 5,283 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calton charges a percentage of your portfolio for investment management, up to 2.60% annually. This fee may be negotiable. The exact fee depends on the representative managing your account and the program you select. You may also incur additional fees from third-party money managers. Calton bills quarterly, either in advance or arrears. You can terminate the agreement with 30 days' notice, and any unearned fees will be refunded. Some clients may be charged performance-based fees.
Location
1509 West Panola, Carthage, TX, 75633
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Regulatory 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
Drew is a partner-manager of commercial rental properties, a partner-owner of a CPA firm, shareholder-president of an event rental company, and a partner in a ranch operation. Drew also has a salesman license for real estate and sells life, health, accident, and disability insurance, and is a shareholder in a property and casualty insurance agency.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Dominion Portfolio Management, INC.
Previous Registrations
Dominion Investor Services, INC.Broker
Vsr Advisory Services
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.