Fee Structure

Callahan Advisors is a fee-based investment advisory firm. We do not charge fees based on performance, do not sell products, and do not receive commissions.

 

Fees may vary from client to client. The fee structure for Callahan Advisors is generally as follows:

Annual Fees for Equities and Exchange-Traded Funds (ETFs) except short-term U.S. Treasury ETFs

 

First $500,000                          1.00%
 

$500,000 - $1,500,000             0.80%
 

$1,500,000 - $2,500,000          0.65%
 

Excess over $2,500,000           0.50%

 

Annual Fees for Corporate, State, and Local Government Bonds

 

First $1,500,000                       0.40% 

 

Excess over $1,500,000           0.35%

 

 

Other 

 

Annual fee of 0.20% for cash, money-market accounts, CDs, U.S. Treasury notes, U.S. Treasury bonds, and short-term U.S. Treasury ETFs