Callan Family Office offers financial planning, consulting, and investment management services. They manage client portfolios using independent managers, direct indexing, and private placements. Callan Family Office also provides family office services such as financial administration, bill pay, and philanthropic consulting. They tailor their services to individual client needs and objectives, consulting with clients to assess their risk tolerance and financial situation.
Fee Structure
Callan Family Office manages investments for an annual fee based on the value of your portfolio. This fee ranges from 0.15% to 0.75% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated monthly, in arrears, based on the market value of your portfolio on the last day of the previous month.