Thurston Springer Advisors

Assets Under Management

$4.0B

Number of Clients

4,342

Number of Advisors

101

Average Client AUM

$912K

AUM per Advisor

$39.2M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Thurston Springer Advisors offers financial planning services including estate, retirement, and multi-generational planning, portfolio management, and reviews. They also provide consultation services on retirement plans, alternative products, and net-worth accumulation. Services are tailored to individual client needs.

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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Location

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

101 Advisors at this firm

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