Hirtle, Callaghan & CO., LLC
Assets Under Management
$21.0B
Number of Clients
1,759
Number of Advisors
39
Avg. Portfolio per Client
$11.9M
Avg. Managed per Advisor
$538.3M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Hirtle Callaghan acts as the outsourced Chief Investment Officer for individuals, families, and institutions. They develop investment objectives, allocate capital to different asset classes and investment strategies, and select independent specialist managers. They monitor performance and provide regular reports. Clients primarily utilize pooled investment vehicles and separately managed accounts. Hirtle Callaghan also offers investments in private equity funds to those who are not advisory clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fees may be negotiable based on the value of the account and other factors.
Fee Estimator
Areas of Practice
Location
300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA, 19428-2998