Robert Fox
Robert Fox is a registered investment advisor at Thurston Springer Advisors, based in Bexley, OH, with 46 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 4,694 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Bexley, OH
Get directionsHistory
Regulatory History (4)
Regulatory
January 1994Customer Dispute
April 1991Customer Dispute
February 1990Regulatory
May 1988Other Business Activities
Robert is a director of Lancaster Colony Corporation, dedicating a few hours per week, and president of FOX Foundation, Inc., dedicating minimal time. He is also a member of Blue Sky Investment Club and acts as a trustee for client accounts since 1989.
Employment History
Current Registrations
Thurston Springer Advisors
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Thurston, Springer, Miller, Herd & Titak, INC.
Previous Registrations
1914 Advisors
Boenning & Scattergood, INC.Broker
Cartwright Advisors LLC
Sweney Cartwright & CompanyBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Advest, INC.Broker
Vercoe & Company, INC.Broker
State Registrations10 states
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
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