Michelle Anthony
Michelle Anthony is a registered investment advisor at Centaurus Financial, INC., based in Tucson, AZ, with 22 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
3567 E. Sunrise Drive, Suite #101, Tucson, AZ, 85718
Get directionsHistory
Regulatory History (6)
Customer Dispute
January 2025Customer Dispute
June 2024Customer Dispute
July 2023Customer Dispute
June 2023Customer Dispute
May 2022Employment Separation After Allegations
August 2014Other Business ActivitiesSells Insurance
Michelle offers group health insurance and sells term insurance, long-term care, Medicare, and fixed annuities through Modern Insurance AZ, LLC, dedicating minimal time to these activities. She is also involved in various other ventures, including teaching financial literacy, marketing companies, and managing real estate, each requiring minimal time commitment.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Morgan Stanley Dw INC.Broker
State Registrations15 states
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.