Callahan & Callahan Asset Management, Inc. was founded in 2002 and provides portfolio management services on a continuing basis to individuals, small business owners, trusts, estates, and institutions. Callahan & Callahan focuses on diversification and asset allocation utilizing stocks, bonds, mutual funds, exchange-traded funds, and money market instruments. The firm operates on a non-discretionary basis, meaning clients must approve recommended trades, and allows clients to place restrictions on their investments. In addition to portfolio management, certain representatives hold insurance licenses and may earn commissions on insurance products or securities transactions, which are disclosed to manage potential conflicts of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 0.95% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are non-negotiable. Calculated monthly in arrears and paid quarterly.