Callaway Financial Services offers active portfolio management services to individuals, families, and businesses. They work with clients to define financial objectives, assess risk tolerance, and develop strategies. They also offer financial planning services covering areas like cash flow, education funding, retirement, and estate planning. Callaway Financial Services may recommend third-party investment advisors and receive a portion of the fee paid to the advisor.
Fee Structure
Callaway Financial Services charges a quarterly fee on the value of your investments. The fee ranges from 0.0625% to 0.75% per quarter, which is 0.25% to 3% per year. The fees are negotiable based on the amount you invest, the expected level of activity, and the difficulty of providing services.