PH
PH

Paul Hargitt

25 Years of Experience
Indianapolis, IN
Broker

Paul Hargitt is a registered investment advisor at Thurston Springer Advisors, based in Indianapolis, IN, with 25 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
6,759 clients
Average Client Portfolio
$544K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$25K

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.

Loading...

Location

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

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Paul is the treasurer and trustee for Broad Ripple Masonic Lodge #643, a role he has held since 2007. He spends a few hours per week on this activity, outside of business hours.

Employment History
Current Registrations
Thurston Springer Advisors
August 2020 - Present · 5 yrs 9 mos
Thurston, Springer, Miller, Herd & Titak, INC.Broker
September 2000 - Present · 25 yrs 8 mos
Previous Registrations
Thurston Springer Financial
October 2001 - July 2021 · 19 yrs 9 mos
State Registrations31 states
AZCACOCTDCDEFLGAIDILINKYMAMDMIMNMOMTNCNMNYOHORPRSCTNTXVAWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.