AP

Antonio Jose Pacheco

23 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
101 advisors
Number of Clients
4,342 clients
Average Client Portfolio
$912K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$1,500 - $25,000

Thurston Springer charges fees for ERISA fiduciary services based on the selected fee arrangement. These include one-time fees (ranging from $1,500 to $10,000), flat annual fees (ranging from $5,000 to $25,000 per year), and asset-based fees (ranging from 0.10% to 0.50% annually). The firm also charges fees for extra services such as 401(k) reviews, assessed hourly or by increasing the annual fee. Payment for advice can be billed at an hourly rate and may include such matters as working with family members, settling an estate, etc.

Areas of Practice
Retirement PlanningEstate PlanningInvestment Management
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Advisor Information

Office location

9000 Keystone Crossing, Seventh Floor, Indianapolis, IN, 46240

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Antonio is the president of AP Capital Management, Inc., a business used for personal branding. This investment-related activity takes up a full-time commitment.

Employment History
Current Registrations
Thurston Springer FinancialBroker
June 2024 - Present · 1 yr 7 mos
Thurston Springer Advisors
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Phillips Capital Advisors, INC.
June 2004 - June 2024 · 20 yrs
T.S. Phillips Investments, INC.Broker
March 2004 - June 2024 · 20 yrs 3 mos
UBS Financial Services INC.
December 2002 - April 2004 · 1 yr 4 mos
UBS Financial Services INC. Broker
December 2002 - April 2004 · 1 yr 4 mos
American Express Financial Advisors, INC.
March 2002 - October 2002 · 7 mos
American Express Financial Advisors INC. Broker
February 2002 - October 2002 · 8 mos
Ids Life Insurance CompanyBroker
February 2002 - October 2002 · 8 mos
State Registrations7 states
AZILKYNMOKTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.