William Hagan
William Hagan is a registered investment advisor at Hirtle, Callaghan & CO., LLC, based in West Conshohockent, PA, with 22 years of industry experience. William 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
Five Tower Bridge, Suite 500, 300 Barr Harbor Drive, West Conshohockent, PA, 19428
Get directionsHistory
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
Flagship Capital Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.