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

Annual Fees for Equities and Equity-focused Exchange-Traded Funds (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 and Fixed Income-Focused ETFs

First $1,500,000                       0.40% 

Excess over $1,500,000           0.35%

 

 

Other Fees

 

Annual fee of 0.20% for cash, money-market accounts, CDs, U.S. Treasury notes, U.S. Treasury bonds, and other ETFs not included above, including short-term U.S. Treasury ETFs

 

 

 

 

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