Kyle Jorgensen is a CFA-designated registered investment advisor at Hirtle, Callaghan & CO., LLC, based in Minneapolis, MN, with 4 years of industry experience. Kyle 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
10 West End, 1601 Utica Ave S, Suite 210, Minneapolis, MN, 55416
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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 →Other Business Activities
Kyle is a Trustee and Investment Committee Member for The University of South Dakota Foundation. This activity is not investment-related.
Employment History
Current Registrations
Hirtle, Callaghan & CO., LLC
State Registrations2 states
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