Hirst Wealth Management, Inc. is an adviser based in Westport. It manages $64.03 million of regulatory assets for 274 client accounts. It has been registered with the SEC as an adviser since 2002.
Hirst Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hirst Wealth Management, Inc. is $64.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hirst Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Leonard Thomas Arthur Hirst has been acting as President since 1 Jun 2002. Tracy Aguiar Hirst joined the executive team most recently as the Shareholder.
The principal office where Hirst Wealth Management, Inc. performs its advisory services is located at 3 Taber Lane, Westport, MA 02790 The mailing address of the firm is P.O. Box 4030, Westport, MA 02790. An additional office of the firm is in Fall River, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 508-636-3595 or by fax 508-636-3705. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday.