Joyce Briskin
Joyce Briskin is a registered investment advisor at Calton & Associates, INC., based in San Antonio, TX, with 45 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
San Antonio, TX
Get directionsHistory
Regulatory History (2)
Judgment / Lien
March 2019Customer Dispute
September 1994Other Business Activities
Joyce owns and rents out a house, dedicating minimal time to it, as her daughter manages the property. She also serves as the treasurer for the Bexar Audubon Society, spending a few hours per week on maintaining records and writing checks.
Employment History
Current Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
Dominion Portfolio Management, INC.
Previous Registrations
Dominion Investor Services, INC.Broker
Rauscher Pierce Refsnes, INC.Broker
Kemper Securities Group, INC.Broker
Lovett Underwood Neuhaus & Webb, INC.Broker
Underwood, Neuhaus & CO., IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations3 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.