Denise Mcclain is a registered investment advisor at Hirtle, Callaghan & CO., LLC, based in West Conshohocken, PA, with 4 years of industry experience. Denise 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
Denise is a co-owner, through the DTM Revocable Trust, of DTM, LLC, which owns two residential rental houses since 2012. She spends minimal time per month on this activity, which includes collecting rent and managing expenses.
Employment History
Current Registrations
Hirtle, Callaghan & CO., LLC
State Registrations2 states
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