Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.65% |
| $2.5M+ | 0.50% |
Annual fees of 0.40% on corporate, state, and local government bonds and fixed income-focused ETFs. Annual fee of 0.20% on certificates of deposit, U.S. Treasury securities, and other ETFs not included above, including short-term U.S. Treasury ETFs. No fee on cash or money market funds. Fees are negotiable and vary from client to client.
Fee Estimator
You'll pay an annual fee based on the type and amount of assets in your account. Equities and equity-focused ETFs are charged different rates than fixed income or other ETFs (see table). Fees are assessed quarterly in advance. Fees are negotiable and vary from client to client. Callahan Advisors prefers accounts containing at least $1,000,000 in assets; however, they will occasionally accept smaller accounts.
Areas of Practice
Advisor Information
Office location
3555 Timmons Lane, Suite 600, Houston, TX, 77027
Get directionsRegulatory History
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