Advisor at Thurston Springer Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Thurston Springer Advisors
Location
Duncan, OK 73533
Credentials
Series 66
Industry experience
25 years
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
Thurston Springer Financial
2024 - Present (2 years)
Phillips Capital Advisors, Inc. Fka Phillips Securities, Inc.
2003 - 2024 (21 years)
T. S. Phillips Investments, Inc.
2003 - 2024 (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Duncan, OK
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Duncan, OK
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Series 66
Marlow, OK
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Series 66
Duncan, OK
Edward Jones
CFP®, Series 63, Series 65
Duncan, OK
Second Line Capital, LLC
Series 66
Duncan, OK
Osaic Advisory Services, LLC
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