Carlton, Hofferkamp And Jenks Wealth Management, LLC

Carlton, Hofferkamp, and Jenks Wealth Management, LLC is a Registered Investment Advisor established on August 26, 2010, offering investment management, financial planning, estate planning, and retirement income planning services. The firm primarily manages accounts on a discretionary basis, making investment decisions on behalf of clients, but clients can provide specific instructions if desired. They do not limit advice to specific types of investments and utilize Charles Schwab & Co., Inc. as their custodian. The firm charges investment management fees ranging from 1.00% to 2.00%, based on factors such as asset value and investment style. Clients may incur additional charges like custodial fees and transaction fees. CHJ does not participate in performance-based fees and serves various types of clients, with a minimum account size of $500,000. Their investment strategies involve individual attention to asset mix and securities selection, utilizing fundamental and technical analysis. Clients are encouraged to update their information annually, and the firm provides regular account reviews and market updates. CHJ does not participate in soft dollar arrangements or directed brokerage. Clients have discretion over their investments and can make deposits or withdrawals at any time. The firm does not vote proxies on behalf of clients and maintains financial transparency and stability.