Christopher Valerio is a CFA-designated registered investment advisor at Hirtle, Callaghan & CO., LLC, based in West Conshohocken, PA, with 23 years of industry experience. Christopher 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 Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Hirtle, Callaghan & CO., LLC
Previous Registrations
Gardner Lewis Asset Management LP
State Registrations1 state
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