Thurston Springer Advisors offers financial planning services including estate, retirement, and multi-generational planning, along with portfolio management and reviews. They also provide consultation on retirement plans, alternative investments, and individual 401(k) or 403(b) reviews. Services are tailored to individual client needs, and clients can request restrictions on certain investments. Thurston Springer also manages wrap fee programs and may use third-party advisors.
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.