Millicent Callahan
Millicent Callahan is a registered investment advisor at Callahan & Callahan Asset Management, INC., based in Woodland Hills, CA, with 38 years of industry experience. Millicent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $1.1M 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 $500K | 1.50% |
| $500K - $1000K | 0.95% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are non-negotiable
Fee Estimator
Location
21550 Oxnard St., Suite 300, Woodland Hills, CA, 91367
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 →Other Business ActivitiesSells Insurance
Millicent is a Vice President at Callahan & Callahan Asset Management, Inc., providing investment advisory and asset management services. She also holds a California Insurance License.
Employment History
Current Registrations
Callahan & Callahan Asset Management, INC.
U.S. Brokerage, INC.
U.S. Brokerage, INC.Broker
Previous Registrations
Callahan & Callahan Asset Management, INC.
Callahan & Callahan Asset Management, INC.
1st Discount Brokerage, INC.Broker
Acument Securities, INC.Broker
Griffin Financial ServicesBroker
Spear Insurance Services, INC.Broker
Jmc Investment Services, INC.Broker
Fidelity Brokerage Services, INC.Broker
Fidelity Distributors CorporationBroker
State Registrations4 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.