Donna Medcalf is a registered investment advisor at Callahan Advisors, LLC, based in Houston, TX, with 20 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 447 clients with $1.3B 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% |
Rates apply to equities and equity-focused exchange-traded funds. Other asset classes have different fee schedules: fixed income at 0.40%, certificates of deposit and U.S. Treasuries at 0.20%, and cash or money market funds at 0%. Fees are negotiable.
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
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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