Callahan Investment Advisor provides investment management services to individuals and high net-worth individuals. The firm helps clients determine financial objectives, manage cash flow, plan for taxes and retirement, review insurance, fund education, and plan their estates. Callahan Investment Advisor does not sell annuities, insurance, or other commissioned products. Clients make the final decision on investment selection.
Assets Under Management$28M
Clients43
Advisors1
Avg. per Client$640K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.50% |
| $50K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,001. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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