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Jeannette Adcock

Advisor at Thurston Springer Advisors

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Thurston Springer Advisors logo

Firm

Thurston Springer Advisors

Location

Itasca, IL 60143

Credentials

Series 63, Series 65

Industry experience

39 years

About

Jeannette Adcock is a financial advisor with Thurston Springer Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at David A. Noyes & Company since 2017 and previously spent 13 years at Wayne Hummer Investments. Thurston Springer Advisors serves a diverse client base including high-net-worth individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and sub-advisory services. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum, combined with fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

Client services

Based on Thurston Springer Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Thurston Springer Advisors

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Thurston Springer Advisors

Founder/Business Owner Executive

Fee options

Fixed

One-time fixed fees for limited-scope ERISA engagements ($1,500-$10,000) and flat annual fees ($5,000-$25,000) for fiduciary services

Percentage

$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%

Commissions

Advisors may receive commissions for insurance product sales through affiliated broker-dealer

Project-based

Hourly consulting fees may be charged for additional services; amounts not specifically stated

Other

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

Location

127 N. Walnut, Suite 100

Itasca, IL 60143

Most active in

Illinois

Work history

David A. Noyes & Company

2017 - Present (9 years)

Wayne Hummer Investments

2004 - 2017 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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