Hirst Wealth Management, Inc. (Westport)

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.

Hirst Wealth Management: assets under management

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 firm manages $64.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $233.7 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hirst Wealth Management, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Leonard Thomas Arthur Hirst	President	1 Jun 2002	75% - 100%	1235202
Tracy Aguiar Hirst	Shareholder	1 Oct 2007	25% - 50%	5448392

Based in Westport

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.