Sterling Hirsch
Sterling Hirsch is a registered investment advisor at Infinity Financial Services Advisory, based in Oakland, CA, with 19 years of industry experience. Sterling operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 667 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.
Location
212 9th Street, Suite 202, Oakland, CA, 94607
Get directionsHistory
Regulatory History (5)
Regulatory
May 2024Regulatory
May 2023Customer Dispute
March 2023Customer Dispute
May 2019Employment Separation After Allegations
October 2018Other Business Activities
Sterling dedicates a full-time workload to Sterling First Financial and Sterling First Financial & Insurance Solutions. He also spends about 10-20% of his time on estate/financial planning, educational training with CPA Team, rental property management with Freelance Holdings LLC, and professional services liaison work with Collective VFO.
Employment History
Current Registrations
Infinity Financial Services Advisory
Infinity Financial ServicesBroker
Previous Registrations
Infinity Financial Services
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Brookstone Capital Management LLC
Center Street Securities, INC.Broker
World Group Securities, INC.Broker
State Registrations10 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.