Stephen Callahan
Stephen Callahan is a ChFC-designated registered investment advisor at Callahan Investment Advisor, LLC, based in Navarre, FL, with 20 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 43 clients with $28M 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 $50K | 2.50% |
| $50K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,001. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Navarre, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2013Other Business Activities
Stephen is the sole member of KBG, LLC, a non-investment related entity for personal investing. He spends minimal time on this activity.
Employment History
Current Registrations
Callahan Investment Advisor, LLC
Previous Registrations
Wells Fargo Advisors, LLC
State Registrations2 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.