Karlton Childress is a CFP-designated registered investment advisor at Sharkey Howes & Javer INC, based in Denver, CO, with 23 years of industry experience. Karlton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 886 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be lower than 0.5% for accounts over $5,000,000. Fees are negotiable.
Fee Estimator
Location
720 South Colorado Blvd, Suite 600 South Tower, Denver, CO, 80246
Get directionsHistory
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 →Employment History
Current Registrations
Sharkey Howes & Javer INC
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.