Christine Carlton
Christine Carlton is a registered investment advisor at Eps Wealth Management, based in Clarkdale, AZ, with 17 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 304 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EPS Wealth Management charges a fixed annual rate of 1.20% of the average daily balance of your portfolio, paid monthly. This fee covers both financial planning and investment management services. The firm may use independent managers, but the total fee will not exceed 2.00% annually. There is an initial onboarding fee that ranges from $950 to $2,500.
Location
Clarkdale, AZ
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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
Christine is the owner of Carlton Financial Inc., a licensed insurance agency, since 2004, working full-time as an independent insurance agent selling life insurance, fixed annuities, and long-term care insurance. She is also an associate with Talk Fusion, a network marketing organization, and a business consultant with Integrity Business Solutions Provider.
Employment History
Current Registrations
Eps Wealth Management
Previous Registrations
Alphastar Capital Management, LLC
Pgr Solutions, LLC
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.