AP
AP

Antonio Pacheco

23 Years of Experience
Broker

Antonio Pacheco is a registered investment advisor at Thurston Springer Advisors, based in Indianapolis, IN, with 23 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,759 clients with $3.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
98 advisors
Number of Clients
6,759 clients
Average Client Portfolio
$544K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$25K

Thurston Springer uses third-party portfolio advisors, and clients pay a fee based on the third-party's fee schedule. Thurston Springer retains a portion of this fee. The overall advisory fee is negotiable. Clients will have some cash in their account to cover advisory fees. Clients may pay additional fees or expenses in a third-party advisory account, such as ticket charges, IRA fees, and wire fees.

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Location

9000 Keystone Crossing, Seventh Floor, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Antonio is the president of AP Capital Management, Inc., a business used for personal branding. This investment-related activity takes up a full-time commitment.

Employment History
Current Registrations
Thurston, Springer, Miller, Herd & Titak, INC.Broker
June 2024 - Present · 1 yr 10 mos
Thurston Springer Advisors
June 2024 - Present · 1 yr 10 mos
Previous Registrations
Phillips Capital Advisors, INC.
June 2004 - June 2024 · 20 yrs
T.S. Phillips Investments, INC.Broker
March 2004 - June 2024 · 20 yrs 3 mos
UBS Financial Services INC.
December 2002 - April 2004 · 1 yr 4 mos
UBS Financial Services INC.Broker
December 2002 - April 2004 · 1 yr 4 mos
American Express Financial Advisors, INC.
March 2002 - October 2002 · 7 mos
American Express Financial Advisors INC.Broker
February 2002 - October 2002 · 8 mos
Ids Life Insurance CompanyBroker
February 2002 - October 2002 · 8 mos
State Registrations7 states
AZILKYNMOKTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.