MC
MC
Michael Casey
3 Years of Experience
West Conshohocken, PA
1 Disclosure
Michael Casey is a registered investment advisor at Hirtle, Callaghan & CO., LLC, based in West Conshohocken, PA, with 3 years of industry experience. Michael 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
Fee-Only (% of Portfolio)
Firm Size
40 advisors
Number of Clients
1,759 clients
Average Client Portfolio
$11.9M average
Assets Under Management
$21.0B
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA, 19428-2998
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2002Settled
Employment History
Current Registrations
Hirtle, Callaghan & CO., LLC
August 2022 - Present · 3 yrs 11 mos
State Registrations1 state
AZ
Advisor
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.
Exams
No exam information available for this advisor.