Benjamin Park is a CFA-designated registered investment advisor at Hirtle, Callaghan & CO., LLC, based in West Conshohocken, PA, with 11 years of industry experience. Benjamin 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 →Other Business Activities
Benjamin owns BKPARK, LLC, a side hobby purchasing small hobby items for resale on the internet, spending minimal time on it. He also owns a rental property, but outsources the management and spends no time on it.
Employment History
Current Registrations
Hirtle, Callaghan & CO., LLC
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
Wells Fargo Investments, LLC
State Registrations2 states
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.