Gregory Pearce is a registered investment advisor at Hirtle, Callaghan & CO., LLC, based in West Conshohocken, PA, with 22 years of industry experience. Gregory 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
300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA, 19428-2998
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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 →Employment History
Current Registrations
Hirtle, Callaghan & CO., LLC
Previous Registrations
Cowen Execution Services LLCBroker
Convergex Prime Services LLCBroker
Susquehanna Financial Group, LllpBroker
Sanford C. Bernstein & CO., LLCBroker
State Registrations2 states
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