Mark Sarrett is a registered investment advisor at Thurston Springer Advisors, based in Indianapolis, IN, with 14 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.
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Mark has a 5% ownership in Windsor Way LLC and spends about a quarter of his time managing it. He also serves on the endowment committee for Hampton Roads Academy, dedicating minimal time, and coaches varsity sailing, spending about 10-20% of his time on it.
Employment History
Current Registrations
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Thurston Springer Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations2 states
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