Mark Callahan is a registered investment advisor at Aptus Capital Advisors, LLC, based in Dallas, TX, with 20 years of industry experience. Mark 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 12,707 clients with $14B 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 | 0.75% |
Standard portfolio management fee initiates at 0.75% of assets under management and is negotiable. Options overlay services and exchange-traded funds involve additional fees.
Fee Estimator
Location
Dallas, TX
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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
Aptus Capital Advisors, LLC
Previous Registrations
Esposito Securities, LLCBroker
Capital Institutional Services, INC.Broker
Vtrader Pro, LLCBroker
Capital Institutional Services, INC.Broker
Fam Distributors, INC.Broker
Merrill Lynch Investment Managers LP
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.
Exams
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