Peter Hirsh
Peter Hirsh is a registered investment advisor at A.G.P / Alliance Global Partners, based in Boca Raton, FL, with 42 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL, 33431
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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
Peter is the president of Linmatt Equities, where he pays business expenses. He spends a few hours per week on this activity, none of which occur during securities trading hours.
Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
Aegis Capital CORP.Broker
Aegis Capital CORP.
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Advest, INC.Broker
Prudential Securities IncorporatedBroker
Oppenheimer & CO., INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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.