HIRTLE, CALLAGHAN & CO., LLC
HIRTLE, CALLAGHAN & CO., LLC is an independent, privately owned financial advisory firm that has been providing wealth management services for over 30 years. With a team of highly experienced and knowledgeable advisors, the firm helps clients achieve their financial goals through customized investment strategies and comprehensive financial planning.
How does the advisor help clients – Key Takeaways:
– Provides wealth management services
– Offers customized investment strategies
– Offers comprehensive financial planning
– Has a team of highly experienced and knowledgeable advisors
Facts and Insights
HIRTLE, CALLAGHAN & CO., LLC has over $20 billion in assets under management and is currently managing the finances of over 1,500 clients. With a focus on long-term investment strategies, the firm has a proven track record of helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $20 billion+ | 100+ | 30+ years |
Financial Services Offered
HIRTLE, CALLAGHAN & CO., LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, financial planning, tax planning, estate planning, and risk management. The firm also provides access to a network of outside professionals, such as attorneys and accountants, to provide additional expertise as needed.
Client Types
The firm serves a variety of clients, including high-net-worth individuals, families, trusts, foundations, and endowments. Their clients come from a wide range of industries, including business owners, executives, and professionals.
Fees & Compensation
HIRTLE, CALLAGHAN & CO., LLC charges a fee based on a percentage of assets under management. This fee is typically between 1% – 1.5% and is subject to negotiation and may vary depending on the complexity of the client’s needs. The firm does not receive any commissions and operates under a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times.
Background
HIRTLE, CALLAGHAN & CO., LLC was founded in 1988 by Richard Hirtle and George Callaghan, who saw the need for an independent, conflict-free approach to wealth management. The firm has since grown to become a leader in the financial advisory industry, with offices in multiple locations across the United States.
Financial Advisor Disclosures to Know
HIRTLE, CALLAGHAN & CO., LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is required to disclose any potential conflicts of interest and any past disciplinary actions. To date, the firm has a clean record with no reported disciplinary actions. It is always recommended to review a firm’s disclosures before engaging in any services.