Louis Hershman
Louis Hershman is a registered investment advisor at Madison Avenue Securities, LLC, based in Coopersburg, PA, with 30 years of industry experience. Louis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.
Fee Estimator
Location
6666 Passer Road, Suite 4, Coopersburg, PA, 18036
Get directionsHistory
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 ActivitiesSells Insurance
Louis is an Investment Advisor Representative at Oaktree Advisors, LLC, dedicating about 10-20% of his time to investment management. He is also a licensed insurance agent at Oaktree Advisors, LLC, selling fixed annuities, FIA's, and life insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
Oaktree Advisors LLC
Previous Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Integrated Asset Management, INC.
Raymond James Financial Services, INC.Broker
PFS Investments INC.Broker
State Registrations2 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
More Advisors
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- John Pelcheck, CFPOaktree Advisors LLC