Donna Medcalf is a registered investment advisor at Callahan Advisors, LLC, based in Houston, TX, with 19 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 439 clients with $1.2B 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 | 1.00% |
| $500K - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.65% |
| $2.5M+ | 0.50% |
Annual fee of 0.40% on corporate, state, and local government bonds and fixed income-focused ETFs. Annual fee of 0.20% on certificates of deposit, U.S. Treasury securities, and other ETFs not included above, including short-term U.S. Treasury ETFs. Fees are negotiable and vary from client to client.
Fee Estimator
Location
3555 Timmons Lane, Suite 600, Houston, TX, 77027
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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
Callahan Advisors, LLC
Previous Registrations
Granite Harbor Advisors, INC.
Asset Management Advisors INC
D.H. Hill Securities, LllpBroker
Triad Advisors, INC.Broker
Mbm Securities, INC.Broker
Mbm Advisors INC
Royal Alliance Associates, INC.Broker
State Registrations1 state
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