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Vincent Hirsch

56 Years of Experience
Manasquan, NJ
1 DisclosureBrokerSells Insurance

Vincent Hirsch is a registered investment advisor at LPL Enterprise, LLC, based in Manasquan, NJ, with 56 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3039 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).

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Location

1913 Atlantic Ave, Suite 214, Manasquan, NJ, 08736

Get directions

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 2018
Denied
Other Business ActivitiesSells Insurance

Vincent is involved in several business activities. He works with Hirsch Bros Advisors in property and casualty, spends about 75% of his time on Vincent Hirsch Financial Services, and is involved in insurance sales through Hirsch Bros. Advisors LLC, including health insurance and P&C.

Employment History
Current Registrations
LPL Enterprise, LLC
November 2024 - Present · 1 yr 6 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Prudential Financial Planning Services
June 2002 - November 2024 · 22 yrs 5 mos
Pruco Securities, LLC.Broker
February 1982 - November 2024 · 42 yrs 9 mos
The Prudential Insurance Company of AmericaBroker
March 1970 - December 1993 · 23 yrs 9 mos
State Registrations2 states
FLNJ
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.