Callahan & Callahan Asset Management offers investment advice by managing investment portfolios for individuals, businesses, and institutions. They create diversified portfolios using stocks, bonds, mutual funds, and ETFs to help clients meet their investment goals. Callahan & Callahan does not have the authority to make trades without asking you first. Clients can decline any investment recommendations.
Assets Under Management$1.1M
Clients3
Advisors2
Avg. per Client$370K
Avg. per Advisor$550K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 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
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...