Nam Bui is a registered investment advisor at Callahan Advisors, LLC, based in Houston, TX, with 1 years of industry experience. Nam 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 →Other Business Activities
Nam is a sole proprietor involved in reselling since 2018, dedicating a few hours per week. He is also the owner/operator of Bui Ventures LLC, an e-commerce business, and a bartender at Rosewater - Clear Lake, spending about a quarter of his time on each activity.
Employment History
Current Registrations
Callahan Advisors, 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.
Exams
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