Lynn Moeller

Thurston Springer Advisors charges fees based on a percentage of the assets they manage for you, with annual rates ranging from 0.25% to 2.50%. The exact rate depends on the specific advisory program, the scope of services provided, the size of your portfolio, and what you negotiate with your investment advisor representative.

• Fees are typically billed quarterly, either in advance or in arrears depending on the specific program and custodian you use.
• Some programs may also involve transaction charges for individual trades, while others operate under a bundled fee structure that covers standard trading costs.
• Additional custodial charges, such as wire fees or maintenance fees, may apply depending on your account activity and program.