Duane Hirsch is a CFP-designated registered investment advisor at Corient, based in Houston, TX, with 33 years of industry experience. Duane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 25,061 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Corient's investment advisory fee varies based on the services provided and other considerations, but typically ranges up to 1.00% per year of the assets they manage. The fee is billed quarterly in advance, based on the value of your account on the last day of the prior quarter. If you start mid-quarter, the fee is prorated and included in the next quarter's billing. If you end the agreement mid-quarter, you'll receive a prorated refund for the remaining portion of the quarter.
Location
1330 Post Oak Blvd, Suite 2190, Houston, TX, 77056
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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.
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Duane owns rental property through a sole proprietorship, which started in 2019. A real estate management company handles the property management, requiring minimal time from Duane.
Employment History
Current Registrations
Corient
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Stavis & Cohen Private Wealth, LLC
Fsc Securities CorporationBroker
Cambridge Investment Research, INC.Broker
Scf Private Wealth Holdings, LLC
Bbva Wealth Solutions INC.
Fsc Securities CorporationBroker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
The Strategic Alliance CorporationBroker
Strategic Investment Advisors, INC.
Lifemark Securities CORP.Broker
Ogilvie Security Advisors CorporationBroker
Mony Securities CorporationBroker
Pruco Securities CorporationBroker
Lutheran Brotherhood Securities CORP.Broker
State Registrations1 state
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.