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Leon Hirsh

Benjamin F. Edwards & Company, Incorporated
45 Years of Experience
Pensacola, FL
1 DisclosureBroker
View SEC Summary
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Leon Hirsh is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Pensacola, FL, with 45 years of industry experience. Leon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Benjamin F. Edwards & Company, Incorporated
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
518 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1151 Office Woods Dr., Suite B, Pensacola, FL, 32504

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Leon is the trustee of the James Sasser Revocable Living Trust, spending about 10-20% of his time on it. He also acts as custodian over a UTMA account and is the president of the Kentucky Military Institute Alumni Association, dedicating a few hours per week to this role.

Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
May 2014 - Present · 12 yrs 5 mos
Benjamin F. Edwards & Company, Incorporated
May 2014 - Present · 12 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - May 2014 · 6 yrs 4 mos
Wells Fargo Advisors, LLC
January 2008 - May 2014 · 6 yrs 4 mos
A. G. Edwards & Sons, INC.
July 1994 - January 2008 · 13 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
September 1987 - January 2008 · 20 yrs 4 mos
Dean Witter Reynolds INC.Broker
August 1981 - October 1987 · 6 yrs 2 mos
State Registrations20 states
ALARAZCAFLGAINKYMDMOMSNCNYOHSCTNTXVAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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Leon Hirsh - Financial Advisor | TrueAdvisor