James Titak
James Titak is a registered investment advisor at Thurston Springer Advisors, based in Indianapolis, IN, with 44 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,759 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thurston Springer uses third-party portfolio advisors, and clients pay a fee based on the third-party's fee schedule. Thurston Springer retains a portion of this fee. The overall advisory fee is negotiable. Clients will have some cash in their account to cover advisory fees. Clients may pay additional fees or expenses in a third-party advisory account, such as ticket charges, IRA fees, and wire fees.
Location
9000 Keystone Crossing, Seventh Floor, Indianapolis, IN, 46240
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a consultant for Robovise, LLC, spending a few hours per week. He also manages aircraft ownership for TSMHTA, LLC, is Chairman of Thurston Springer Insurance, LLC (property and casualty insurance), Chairman of Thurston Springer Advisors, President and CEO of Thurston Springer Financial (full-time), Chairman of Financial Services Holdings LLC (minimal time), and Chairman of MyClient, LLC (a few hours per week).
Employment History
Current Registrations
Thurston Springer Advisors
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Previous Registrations
Thurston Springer Financial
A. G. Edwards & Sons, INC.Broker
State Registrations29 states
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