Saragail Calloway
Saragail Calloway is a registered investment advisor at Financial Security Services Group, INC., based in Highland Village, TX, with 11 years of industry experience. Saragail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 313 clients with $77M 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 $150K | 1.55% |
| $150K - $350K | 1.35% |
| $350K - $700K | 1.25% |
| $700K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Annual fee may be negotiable based on various criteria.
Fee Estimator
Location
2900 Village Parkway, Suite 330, Highland Village, TX, 75077
Get directionsHistory
Regulatory History (1)
Financial
August 2018Other Business ActivitiesSells Insurance
Saragail is the owner and an insurance agent at Calloway Insurance and Financial Services. This activity takes about half of Saragail's time.
Employment History
Current Registrations
Financial Security Services Group, INC.
Previous Registrations
Calloway Financial INC.
Financial Security Services Group, INC.
Emerson Equity LLC
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.