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