Callahan Capital Management (CCM) offers investment management, financial planning, and retirement services. CCM manages portfolios for individuals, high-net-worth individuals, families, estates, trusts, retirement plans, corporations, and charitable foundations. CCM can provide advice on legacy positions. Clients may impose reasonable restrictions on investing in certain securities.
Assets Under Management$190M
Clients419
Advisors4
Avg. per Client$460K
Avg. per Advisor$48M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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