Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hirtle Callaghan charges an advisory fee (CIO Solution Fee) based on the total market value of assets under management. The maximum current applicable fee is 0.95% per year. Fees may be negotiable based on factors deemed relevant by Hirtle Callaghan. Former clients invested in HC Private Vehicles may be required to pay a Continuation Fee. Hirtle Callaghan does not receive additional fees from Specialist Managers within the Separately Managed Account program.
Areas of Practice
Advisor Information
Office location
300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA, 19428-2998
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Denise is a co-owner, through the DTM Revocable Trust, of DTM, LLC, which owns two residential rental houses since 2012. She spends minimal time per month on this activity, which includes collecting rent and managing expenses.