Assets Under Management
$2.3B
Number of Clients
326
Number of Advisors
N/A
Average Client AUM
$7.1M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Callan Capital offers financial planning, consulting, and investment management services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and business entities. Services include asset management, tax optimization, retirement planning, and estate planning. They also offer insurance and trustee services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Callan can negotiate to charge a lesser management fee, and / or Callan can waive the annual minimum fee based upon certain criteria.
1250 Prospect Street, Suite 01, La Jolla, CA, 92037