Sean Coffey is a registered investment advisor at Thurston Springer Advisors, based in Jupiter, FL, with 5 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
1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean works as the Operations Manager of Peak Brokerage Services, which shares a holding company with TSF.
Employment History
Current Registrations
Thurston Springer Advisors
Thurston, Springer, Miller, Herd & Titak, INC.
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Blackridge Asset Management, LLC
Peak Brokerage Services, LLCBroker
State Registrations52 states
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