Robert Eberley
Robert Eberley is a registered investment advisor at Hirtle, Callaghan & CO., LLC, based in West Conshohocken, PA, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,759 clients with $21B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
CIO Solution Fees may be negotiated based on factors deemed relevant by Hirtle Callaghan.
Fee Estimator
Location
300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA, 19428-2998
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Regulatory 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 →Employment History
Current Registrations
Hirtle, Callaghan & CO., LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
Kim Eng Securities U.S.A. INC.Broker
Auerbach Grayson & Company IncorporatedBroker
Bnp Paribas Securities CORP.Broker
Abn Amro IncorporatedBroker
Credit Lyonnais Securities (USA), INC.Broker
Salomon Brothers INC.Broker
Meespierson Investment Finance (U.S.) INC.Broker
Pierson, Heldring & Pierson Investment Finance (U.S.) INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations1 state
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