Callahan Advisors manages investment portfolios for individuals and organizations. They focus on stocks, bonds, and exchange-traded funds. Callahan's approach considers your risk tolerance, financial goals, and time horizon. They aim for diversification, low portfolio turnover, and regular communication. Callahan does not offer tax or legal advice.
Assets Under Management$1.2B
Clients439
Advisors8
Avg. per Client$2.7M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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% |
Annual fee of 0.40% on corporate, state, and local government bonds and fixed income-focused ETFs. Annual fee of 0.20% on certificates of deposit, U.S. Treasury securities, and other ETFs not included above, including short-term U.S. Treasury ETFs. Fees are negotiable and vary from client to client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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