Robert Hirsh
Robert Hirsh is a registered investment advisor at Osaic Wealth, INC., based in Westlake, OH, with 41 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2001 Crocker Road, Suite 400, Westlake, OH, 44145
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Regulatory History (1)
Customer Dispute
October 2007Other Business ActivitiesSells Insurance
Robert is an insurance agent offering various insurance products, including accident and health, disability insurance, fixed annuities, traditional life settlements, traditional life insurance, and long-term care, dedicating minimal time to these activities. He also receives renewal income from Ohio Financial Associates, spending minimal time on this.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
Bma Financial Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Bnl Securities INC.Broker
Aetna Financial Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations8 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.