Callaway Financial Services
Assets Under Management
$20.6M
Number of Clients
225
Number of Advisors
1
Average Client AUM
$92K
AUM per Advisor
$20.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CFS Advisors, LLC provides active portfolio management services to individuals, families, and various organizations. They assess client needs, determine risk tolerance, and develop investment strategies. They also offer financial planning services, including retirement and estate planning. Assets are held by independent custodians.
Fee Structure
Investment management fees range from 0.0625% to 0.75% quarterly (6.25 to 75 basis points) based on the market value of assets under management. Fees are negotiable based on asset size, activity level, task difficulty, and reporting requirements. Financial planning and consulting are charged at $175 per hour, also negotiable. Flat fees may be used instead of hourly or asset-based fees. A one-time transaction fee, not exceeding 1% of the trade value, may be charged for transactions where the firm is not managing the account.
Areas of Practice
Location
301 S Center St, Suite 420, Arlington, TX, 76010