James Callahan is a CFA, CFP-designated registered investment advisor at Cerity Partners LLC, based in Denver, CO, with 18 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 26,230 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the size and complexity of the relationship, and generally do not exceed 1.50% per year. Minimum annual fees may apply to smaller accounts.
Fee Estimator
Location
6900 E Layton Ave., Suite 1150, Denver, CO, 80237
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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 →Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
Jfg Family Office
Jfg Wealth Management, LLC
Saza Wealth Partners LLC
Shine Wealth Partners
Janiczek Wealth Management
Bb&t Asset Management, INC.
State Registrations1 state
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.
Exams
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