Thurston Springer Advisors, LLC is a registered investment advisor that provides comprehensive wealth management services to individuals, high-net-worth families, businesses, and retirement plans. The firm offers various investment programs, including discretionary portfolio management, model-based strategies, and non-discretionary accounts where clients collaborate on trade decisions with their representative. Thurston Springer Advisors tailors its services to each client's specific financial goals and risk tolerance. In addition to investment management, the firm provides financial planning covering retirement, estate planning coordination, and consulting on complex financial products. The firm delivers its services primarily through individual investment advisor representatives who may also be registered representatives of an affiliated broker-dealer or licensed insurance agents, allowing them to offer brokerage and insurance products alongside advisory services. Thurston Springer Advisors manages billions in client assets and works with several qualified custodians to hold client funds and securities.
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.