Callaway Financial Services provides active portfolio management and financial planning services to individuals, families, businesses, and retirement plans. Founded in 2014 and led by Corey N. Callaway, the firm builds custom portfolios or uses established momentum-based investment strategies to pursue capital growth and risk reduction. Callaway Financial Services offers both discretionary and non-discretionary management, meaning advisors can make trades on your behalf or consult you before taking action. In addition to managing investments, the firm provides guidance on retirement planning, cash flow and budgeting, tax strategies, estate planning, education funding, and charitable goals. Callaway Financial Services also offers pension consulting for employee benefit plans and acts as a solicitor for third-party investment managers. Clients' funds are held with independent custodians such as Charles Schwab, Lincoln National Life, and Nationwide Life Insurance Company. The firm charges fees based on a percentage of assets under management or hourly and flat rates for planning services, and advisors may also sell insurance products through an affiliated company.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Quarterly fees range from 0.0625% to 0.75% (0.25% to 3.00% annualized, but capped at 0.75% based on the highest stated quarterly tier of 0.75%). Fees are negotiable based on account size, trading activity, task difficulty, and reporting frequency.