Michael Hirthler
Michael Hirthler is a registered investment advisor at Jacobi Capital Management, LLC, based in Wilkes Barre, PA, with 41 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 3,024 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. Third-party program fees and wrap fee programs may have separate terms.
Fee Estimator
Location
620 Baltimore Drive, Wilkes Barre, PA, 18702
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2024Other Business ActivitiesSells Insurance
Michael spends the majority of his time (90%) providing financial plans and advice through Jacobi Capital Management, LLC. He also dedicates about 10% of his time to Jacobi Wealth Advisors, and minimal time to non-variable insurance through Andus Health Benefits and Mass Mutual Eastern PA.
Employment History
Current Registrations
Jacobi Capital Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Guardian Investor Services CorporationBroker
Robert Thomas Securities, INCBroker
Dean Witter Reynolds INC.Broker
Thomson Mckinnon Securities INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations34 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.
Exams
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