Eric Callahan is a CFP-designated registered investment advisor at Thryve Wealth Management, based in Irving, TX, with 13 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 32 clients with $180M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and may vary among clients with similar account sizes and objectives. Direct indexing clients pay additional fees starting at 0.30%.
Fee Estimator
Location
909 Lake Carolyn Pkwy, Suite 100, Irving, TX, 75039
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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
Thryve Wealth Management
Previous Registrations
Momentum Independent Network INC.Broker
Hilltop Securities INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
AXA Advisors, LLCBroker
State Registrations1 state
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