Theodore Hirsch is a registered investment advisor at Vanderbilt Advisory Services, based in Fairfield, IA, with 6 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Firm also offers threshold billing, flat percentage, and flat annual fee structures. Fees are negotiable.
Fee Estimator
Location
Fairfield, IA
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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 Activities
Theodore is an investment researcher for Leppla Capital Management, an investment specialist/consultant for 3D Wealth Advisory, a board member for Brahmananda Saraswati Foundation, and an outside consultant for Centered Wealth. These activities require minimal time to about 10-20% of his time.
Employment History
Current Registrations
Vanderbilt Advisory Services
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.
Exams
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