Callan Capital, LLC
Assets Under Management
$2.3B
Number of Clients
326
Number of Advisors
N/A
Average Client AUM
$7.1M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Callan Capital, founded in 2007, offers financial planning, consulting, and investment management to individuals, pension plans, trusts, estates, charities, corporations, and business entities. Services include asset management, tax optimization, portfolio analysis, retirement planning, and estate planning. The firm manages assets on a discretionary basis, primarily allocating investments among mutual funds, corporate debt, municipal securities, and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Minimum fee of $20,000 per year. Fees may be negotiable.
Fee Estimator
Callan Capital charges fees based on a percentage of assets under management or fixed fees. The annual asset management fee is tiered based on the market value of managed assets, billed quarterly in arrears. The minimum annual fee is $20,000, but this can be waived or negotiated. Financial planning fees range from $500 to $20,000, depending on the service level. Executive Benefit Planning ranges from $5,000 to $20,000 annually. Consulting Services range from $500 to $10,000.
Areas of Practice
Location
1250 Prospect Street, Suite 01, La Jolla, CA, 92037