Callan

CRD#107687
Investment Advisor Firm

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Learn more about Callan

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Callan is located at One Bush Street, San Francisco, CA. The firm employs 163 financial advisors to manage client portfolios and provide financial guidance. Callan is not a registered broker-dealer.

    Callan oversees $34.2 billion in assets under management across 26 accounts, all of which are discretionary. The services offered include portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The firm caters to pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, corporations, and other types of investors. The fee structure at Callan includes asset-based, hourly, fixed, and other fees. Pension plans are the largest client type by accounts.

    Callan is registered in the states of Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Vermont, Virginia, Washington, and Wisconsin.

    Assets Under Management

    $34.2 billion

    Number of Advisors

    163

    Disclosures

    No

    Office Location

    One Bush Street
    San Francisco, CA 94104

    Callan by the Numbers

    Total Assets Under Management

    $34.2 billion

    National Average: $8.6 billion
    Total Number of Employees

    201

    National Average: 64
    Total Number of Accounts

    26

    National Average: 375,227
    Average Account Size

    $1.3 billion

    National Average: $23.0 thousand
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    Products and Services

    Callan offers multiple financial services, including portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. However, Callan did not provide any of its customers with financial planning services in the prior fiscal year. It is not engaged in selling products or offering services apart from investment advisory services to its investment advisory accounts.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

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      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial management usually depend on the financial services offered. Fees billed by Callan likely consist of some combination of the following fee structures: asset-based, hourly, fixed, or other.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

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      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Types of Clients

    The firm manages money for a broad range of customers. The firm provides services to pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, corporations, and other. Out of its 7 clients, Callan's largest client group by number of accounts is pension plans.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 91.51%
    • Charitable Organizations - 8.49%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Callan does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Callan

    Ronald Peyton
    San Francisco, CA

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