Advisor at Thurston Springer Advisors
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Firm
Thurston Springer Advisors
Location
Rio Rancho, NM 87144
Credentials
Series 66
Industry experience
23 years
Antonio Pacheco is a financial advisor at Thurston Springer Advisors with 23 years of industry experience. He holds a Series 66 designation and previously worked for Phillips Capital Advisors, Inc. and T S Phillips Investments Inc. for 20 years. He also operates a personal branding business under AP Capital Management, Inc. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum, managing accounts primarily on a discretionary basis.
Based on Thurston Springer Advisors
Based on Thurston Springer Advisors
One-time fixed fees for limited-scope ERISA engagements ($1,500-$10,000) and flat annual fees ($5,000-$25,000) for fiduciary services
$0 - $1,000,000: 0.10% to 1.00% $1,000,000 - $5,000,000: 0.10% to 0.70% $5,000,000 - $10,000,000: 0.10% to 0.50% $10,000,000 - $25,000,000: 0.01% to 0.25%
Advisors may receive commissions for insurance product sales through affiliated broker-dealer
Hourly consulting fees may be charged for additional services; amounts not specifically stated
Account minimum: $25,000 Minimum fee: Minimum dollar fees range from $500 to $5,000 depending on asset level Fee-only: One-time fees from $1,500 to $10,000; flat annual fees from $5,000 to $25,000; asset-based fees 0.10% to 0.50% for ERISA fiduciary services
7004 Oersted Rd
Rio Rancho, NM 87144
New Mexico · Oklahoma · Texas
Thurston Springer Financial
2024 - Present (2 years)
Phillips Capital Advisors, Inc. fka Phillips Securities Inc.
2004 - 2024 (20 years)
T S Phillips Investments Inc
2004 - 2024 (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Albuquerque, NM
Intentional Finance, LLC
Series 63, Series 65
Rio Rancho, NM
Retirement Solutions
Series 63, Series 65
Rio Rancho, NM
SML Advisory
CFP®, Series 65
Albuquerque, NM
Drucker, David J. DBA Sunset Financial Management
CFP®, PFS™, Series 66
Albuquerque, NM
Meridian Wealth Advisors, LLC
Series 63, Series 65
Rio Rancho, NM
Petroglyph Wealth
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