Anthony Watson is a CFA, CFP-designated registered investment advisor at Thrive Retirement Specialists, based in Dearborn, MI, with 10 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 57 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thrive Retirement Specialists offers a combined retirement planning and investment management service for a flat fee of $3,000 per quarter. This fee covers both the ongoing retirement planning process and the management of your investment portfolio. The fee may be negotiable in rare cases. The firm uses low-cost index funds to build diversified portfolios.
Contact
Anthony Watson
Location
Dearborn, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Thrive Retirement Specialists
Previous Registrations
Origin Financial
Portfolio Solutions LLC
State Registrations3 states
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