Thomas Callahan is a registered investment advisor at Callahan Advisors, LLC, based in Houston, TX, with 27 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 439 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.65% |
| $2.5M+ | 0.50% |
Annual fee 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. Fees are negotiable and vary from client to client.
Fee Estimator
Location
3555 Timmons Lane, Suite 600, Houston, TX, 77027
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Callahan Advisors, LLC
State Registrations1 state
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