Nam Bui is a registered investment advisor at Callahan Advisors, LLC, based in Houston, TX. Nam 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
Get directionsHistory
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 →Other Business Activities
Nam is a sole proprietor involved in reselling since 2018, dedicating a few hours per week. He is also the owner/operator of Bui Ventures LLC, an e-commerce business, and a bartender at Rosewater - Clear Lake, spending about a quarter of his time on each activity.
Employment History
Current Registrations
Callahan Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.