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Thurston Springer Advisors
SEC-regulated
Registered investment advisor
Thurston Springer Advisors is an SEC-registered Investment Advisor affiliated with Thurston Springer Financial, offering financial planning services such as estate planning, retirement planning, and portfolio management. The firm may act as a sub-advisor to clients of other investment advisors. Clients can request additional consultation services for an extra fee, which may be waived or reduced if using Thurston Springer for brokerage or advisory services. The firm provides tailored services based on clients' financial goals and needs, allowing clients to impose restrictions on investments. Thurston Springer manages a Wrap Fee Program called "Compass Account III" and utilizes First Clearing Wrap Programs. The firm's investment strategies include Tactical Momentum, Earnings Momentum, charting, fundamental analysis, technical analysis, and cyclical analysis. Thurston Springer does not receive performance-based fees and serves individuals, high net worth individuals, corporations, and other entities. The firm does not vote proxies on behalf of clients and has no legal or disciplinary events. Clients receive quarterly account statements, and the firm does not require prepayment exceeding $1200.00 in fees per client. Thurston Springer has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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