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How does the advisor help clients – Key Takeaways:
THURSTON ADVISORS provides expert financial guidance and services to clients in need of personalized wealth management strategies and solutions. Their team of experienced advisors provides clients with comprehensive financial planning, investment management, and retirement planning services, among others. They prioritize their clients’ financial goals and work closely with them to develop a customized plan that meets their unique needs.
Facts and Insights
THURSTON ADVISORS has been in the financial advisory business for over 20 years, helping thousands of clients achieve their financial goals and secure their financial future. The firm has consistently ranked among the top financial advisor firms in the country, earning accolades and recognition for their exceptional services and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 50+ | 20+ years |
Financial Services Offered
THURSTON ADVISORS offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Wealth management
- Tax planning
- Insurance planning
Their team of experts works closely with clients to create personalized strategies and plans that align with their financial goals and priorities. They are committed to providing transparent and unbiased advice to help clients make informed decisions about their financial future.
Client Types
THURSTON ADVISORS serves a diverse range of clients, including high-net-worth individuals, families, and businesses. They believe in building long-term relationships with their clients and are dedicated to helping them achieve financial success and security.
Fees & Compensation
The fees and compensation structure at THURSTON ADVISORS is transparent and based on a percentage of assets under management. They work with their clients on a fee-only basis, meaning they do not earn any commissions or fees from product sales or recommendations. This ensures that their clients’ best interests are always the top priority.
Background
The team at THURSTON ADVISORS is comprised of highly experienced and qualified financial advisors who use their expertise and knowledge to help clients achieve their financial goals. They stay up-to-date with the latest industry trends and constantly refine their strategies to provide their clients with the best possible solutions and outcomes.
Financial Advisor Disclosures to Know
THURSTON ADVISORS is committed to transparency and providing their clients with all the information they need to make informed decisions. They adhere to all necessary disclosure requirements, including providing clients with Form ADV, which outlines their business practices, fees, and any potential conflicts of interest. They maintain open communication with their clients and are always available to address any questions or concerns.