Sterling Hirsch
Sterling Hirsch is a registered investment advisor at Open Water Advisory Partners, based in Yucaipa, 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 Alternative Investments, Education Planning, Estate Planning, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Standard annual fee is 1.35% and will not exceed 1.50%. Fees are negotiable based on account size, scope of services, and relationship complexity.
Fee Estimator
Location
Yucaipa, CA
Get directionsHistory
Regulatory History (6)
Customer Dispute
May 2026Regulatory
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
Open Water Advisory Partners
Previous Registrations
Infinity Financial Services Advisory
Infinity Financial Services
Infinity Financial ServicesBroker
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 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.