Angela Haydusky is a registered investment advisor at Calton & Associates, INC., based in Castle Rock, CO, with 1 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
509 Wilcox St Suite 105, Castle Rock, CO, 80104
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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
Angela provides office support through HGSD Consulting, dedicating a few hours per week. She is also a Registered Representative with Calton & Associates Inc., spending about 40% of her time servicing clients, and an Investment Adviser Representative with Advisory Service Network, spending about half her time advising clients.
Employment History
Current Registrations
Calton & Associates, INC.Broker
Advisory Services Network
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations14 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.