Andrea Freedman is a CFP-designated registered investment advisor at Calton & Associates, INC., based in Bellaire, TX, with 31 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
Bellaire, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrea works as an Investment Advisor Representative (IAR) at Westpark Wealth Advisors, managing discretionary investment accounts, dedicating about half of her time to this role. She also serves as Co Academic Director & Instructor for the CFP(R) Graduate Certificate Program at Susanne Glasscock School of Continuing Studies, spending about 10-20% of her time overseeing instructors, educational content, and teaching.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Calton & Associates, INC.
Westpark Wealth Advisors, INC.
Previous Registrations
Ims Securities, INC.Broker
Stanford Group CompanyBroker
Stanford Group Company
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Masterson Moreland Sauer Whisman, INC.Broker
State Registrations1 state
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.