Paul Baldassari
Paul Baldassari is a registered investment advisor at Thurston Springer Advisors, based in Indianapolis, IN, with 26 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
Get directionsHistory
Regulatory History (2)
Financial
November 2017Judgment / Lien
July 2015Other Business Activities
Paul is involved in property management for several LLCs, including Palazzi International LLC, B&B Terra LLC, and BP Mgt, LLC, dedicating minimal time to Palazzi International LLC and a few hours per week to the others. He also owns The Baldassari Group, an investment-related activity, taking nearly full-time hours.
Employment History
Current Registrations
Thurston Springer Advisors
Previous Registrations
Thurston Springer Financial
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Wachovia Securities Financial Network, LLCBroker
Suntrust Securities, INC.Broker
Crestar Securities CorporationBroker
Prudential Securities IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.