Assets Under Management
$1.2B
Number of Clients
439
Number of Advisors
9
Average Client AUM
$2.7M
AUM per Advisor
$133.2M
Compensation
Fee-Only (AUM)
Callahan Advisors provides discretionary investment management services, focusing on equities, fixed income, and ETFs. Their philosophy emphasizes client risk tolerance, financial goals, diversification, low turnover, and regular communication. They manage over $1 billion in assets.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.65% |
| $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.
3555 Timmons Lane, Suite 600, Houston, TX, 77027