CF

Cathey Elaine Fisher

18 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 (2)
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Judgment / Lien
October 2016
Customer Dispute
October 2008
Denied
Employment History
Current Registrations
Thurston Springer Advisors
July 2024 - Present · 1 yr 6 mos
Thurston Springer FinancialBroker
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Phillips Capital Advisors, INC.
January 2023 - June 2024 · 1 yr 5 mos
T.S. Phillips Investments, INC.Broker
April 2012 - June 2024 · 12 yrs 2 mos
Phillips Capital Advisors, INC.
April 2012 - January 2023 · 10 yrs 9 mos
Edward Jones
July 2007 - April 2012 · 4 yrs 9 mos
Edward Jones Broker
April 2007 - April 2012 · 5 yrs
State Registrations4 states
CONHOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.