DC
CFA

Daniel Patrick Callahan

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
413 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee

ICM charges an annual fee of up to 1.50% of the market value of assets under management for portfolio management services. These fees are negotiable. Pension consulting services fees are up to 1.00% of the market value of plan assets, also negotiable. Fees are exclusive of brokerage commissions and transaction fees. A minimum of $500,000 is required to establish and maintain an advisory relationship, but this may be waived at ICM's discretion.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

Charleston, SC

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ironview Capital Management, LLC
November 2024 - Present · 1 yr 2 mos
Previous Registrations
Summit Financial, LLC
July 2024 - November 2024 · 4 mos
Capasso Planning Partners LLC
February 2019 - December 2024 · 5 yrs 10 mos
Jbj Investment Partners, LLC
February 2016 - March 2019 · 3 yrs 1 mo
Questis
December 2014 - December 2015 · 1 yr
Morris Financial Concepts, INC.
August 2012 - December 2014 · 2 yrs 4 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.