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Robert Hirsch

Wells Fargo Advisors
32 Years of Experience
Houston, TX
1 DisclosureBroker
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Robert Hirsch is a registered investment advisor at Wells Fargo Advisors, based in Houston, TX, with 32 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
View Full SEC Brochure

Location

1000 Louisiana St 7th Fl, [Tn/Td-Rbo], Houston, TX, 77002

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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
February 2001
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
June 2014 - Present · 11 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
UBS Financial Services INC.Broker
May 2008 - June 2014 · 6 yrs 1 mo
UBS Financial Services INC.
May 2008 - June 2014 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1998 - May 2008 · 10 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1998 - May 2008 · 10 yrs
Dean Witter Reynolds INC.Broker
March 1997 - May 1998 · 1 yr 2 mos
Everen Securities, INC.Broker
January 1996 - March 1997 · 1 yr 2 mos
Prudential Securities IncorporatedBroker
April 1994 - January 1996 · 1 yr 9 mos
Kidder, Peabody & CO. IncorporatedBroker
November 1993 - April 1994 · 5 mos
Prudential Securities IncorporatedBroker
October 1993 - November 1993 · 1 mo
State Registrations12 states
AZCACOFLKYMDNVNYORSCTXWA
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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