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Jack Hirschman

Sunbelt Securities
19 Years of Experience
Houston, TX
1 DisclosureBroker
View SEC Summary
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Jack Hirschman is a registered investment advisor at Sunbelt Securities, based in Houston, TX, with 19 years of industry experience. Jack 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 6,241 clients with $2.6B in assets under management.

Sunbelt Securities
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
6,241 clients
Average Client Portfolio
$423K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum fee is 2.50% of assets under management, charged monthly. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056

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History

Regulatory History (1)
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Criminal
April 2004
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Sunbelt Securities, INC.Broker
March 2010 - Present · 16 yrs 7 mos
Sunbelt Securities
March 2010 - Present · 16 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 2007 - March 2010 · 2 yrs 5 mos
Ameriprise Financial Services, INC.Broker
September 2007 - March 2010 · 2 yrs 6 mos
State Registrations6 states
MDNEPASDTXVA
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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