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 - $1.5 million 0.80%
$1.5 million - $2.5 million 0.65%
Excess over $2.5 million 0.50%
Corporate, State, and Local Government Bonds and Fixed Income-focused ETFs
Annual fee of 0.40% for corporate, state, and local government bonds and fixed income-focused ETFs
Other
Annual fee of 0.20% for CDs, U.S. Treasury securities, and other ETFs not included above, including short-term U.S. Treasury ETFs
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