Daniel Callahan is a CFA-designated registered investment advisor at Ironview Capital Management, LLC, based in Charleston, SC, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 413 clients with $1.1B 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 | 1.50% |
Fees are negotiable. A fee in excess of 3.00% of assets under management will only be charged in cases where the client has significant investment returns.
Fee Estimator
Location
Charleston, SC
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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
Ironview Capital Management, LLC
Previous Registrations
Summit Financial, LLC
Capasso Planning Partners LLC
Jbj Investment Partners, LLC
Questis
Morris Financial Concepts, INC.
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.