Michael Callahan
Michael Callahan is a registered investment advisor at Xception Family Office, based in Atlanta, GA, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 19 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Xception Family Office offers wealth management services that include investment management. The annual fee for managing your investments ranges from 0.35% to 1.00% of the value of your account. Xception generally requires $5,000,000 in investable assets but makes exceptions on a case-by-case basis.
Location
2200 Century Parkway NE, Suite 750, Atlanta, GA, 30345
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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
Michael works as an attorney, providing business and estate planning legal services. He also refers business clients for employee benefit consulting and works as a wealth manager advisor, IAR representative, and insurance agent, dedicating about a quarter of his time to insurance planning.
Employment History
Current Registrations
Xception Family Office
Wellspring Planning Group LLC
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.