Jerry Callahan is a PFS-designated registered investment advisor at Tabula Rasa Advisors, LLC, based in Birmingham, AL, with 25 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 34 clients with $24M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fee schedule includes fees payable to both Tabula Rasa Advisors and Focus Partners Advisor Solutions. Fees are negotiable and may be waived in certain circumstances.
Fee Estimator
Location
110 Office Park Drive, Suite # 100, Birmingham, AL, 35223
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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 Activities
Jerry provides accounting services as a shareholder of Pearce, Bevill, Leesburg, Moore, P.C., dedicating about half of his time. He is also the owner of Tabula Rasa Strategies LLC, but it is not currently operating.
Employment History
Current Registrations
Tabula Rasa Advisors, LLC
Previous Registrations
Tabula Rasa, LLC
Kassouf Wealth Advisors, LLC
State Registrations1 state
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