WM
WM

William Frank Monroe

7 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
439 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $1.5M0.80%
$1.5M - $2.5M0.65%
$2.5M+0.50%

Fees vary from client to client depending on the fee schedule in effect when the client executed the investment management agreement with Callahan Advisors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3555 Timmons Lane, Suite 600, Houston, TX, 77027

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History

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
Callahan Advisors, LLC
August 2018 - Present · 7 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
William Frank Monroe - Financial Advisor | TrueAdvisor