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Clinton Andrew Trotta

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

11000 Prosperity Farms Road, Palm Beach Gardens, FL, 33410

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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

Clinton is a board member of the Florida Wildlife Federation, a non-profit organization, since 2021. He dedicates minimal time to this activity, attending quarterly meetings.

Employment History
Current Registrations
Thurston Springer Advisors
March 2022 - Present · 3 yrs 10 mos
Thurston Springer FinancialBroker
March 2022 - Present · 3 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, LLC
November 2020 - April 2022 · 1 yr 5 mos
Ameriprise Financial Services, LLC Broker
June 2020 - April 2022 · 1 yr 10 mos
State Registrations16 states
AZCADCFLGAMAMDNCNVNYOHPASCTXUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.