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Christopher Curtis Lavelle

5 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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Employment History
Current Registrations
Thurston Springer Advisors
December 2024 - Present · 1 yr 1 mo
Thurston Springer FinancialBroker
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Charles Schwab & Co., INC. Broker
November 2020 - December 2023 · 3 yrs 1 mo
State Registrations1 state
IN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Curtis Lavelle - Financial Advisor | AdvisorDiscover