Martha Callahan is a CFP-designated registered investment advisor at Fbb Capital Partners, based in Easton, MD, with 7 years of industry experience. Martha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,158 clients with $2.2B 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 $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed. Certain legacy clients and clients acquired from other investment advisory firms may be subject to a different fee schedule.
Fee Estimator
Location
117 Bay Street, Suite A-1, Easton, MD, 21601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fbb Capital Partners
Previous Registrations
Potomac Fund Management
State Registrations2 states
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