Thurston Springer Advisors
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Overview
Thurston Springer Advisors is located at 9000 Keystone Crossing, Indianapolis, IN. The firm employs 51 financial advisors to manage client portfolios and provide financial guidance. Thurston Springer Advisors is not a registered broker-dealer.
Thurston Springer Advisors oversees $1.4 billion in assets under management across 3,859 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to 2,000 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The firm caters to retail investors and high net worth investors, with retail investors being the largest client type by accounts. The fee structure at Thurston Springer Advisors includes asset-based, hourly, fixed, and commission-based fees. The firm has 301 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, an accountant or accounting firm, an insurance company or agency, and a commodity pool advisor.
Thurston Springer Advisors is registered in the states of Arkansas, California, District of Columbia, Florida, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Mississippi, Missouri, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Washington, and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Thurston Springer Advisors by the Numbers
$1.4 billion
51
3,859
$350.9 thousand
Products and Services
Thurston Springer Advisors offers a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. In the last fiscal year, Thurston Springer Advisors provided 2000 of its clients with financial planning services. The Firm is engaged in selling products or offering services apart from investment advisory services to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services typically vary depending on the financial services provided. Fees billed by Thurston Springer Advisors can consist of any combination of the following fee types: asset-based, hourly, fixed, or commission-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Thurston Springer Advisors.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 1% of firms
Commissions
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company works with retail investors and high net worth investors. Out of its 2 clients, Thurston Springer Advisors's largest client type by number of accounts is high net worth investors, although it also caters to 301 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 15.11%
- Other Individuals - 84.89%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Thurston Springer Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Thurston Springer Advisors
Indianapolis, IN
Indianapolis, IN
Bloomfield Hills, MI
Indianapolis, IN
Fort Lauderdale, FL
Indianapolis, IN
Indianapolis, IN
Palm Beach Gardens, FL
Indianapolis, IN
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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