Anthony Watson is a CFA, CFP-designated registered investment advisor at Thrive Retirement Specialists, based in Royal Oak, 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 70 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thrive Retirement Specialists charges a flat fee of $3,000 per quarter ($12,000 per year) for its combined retirement planning and investment management service. This fee is automatically deducted from your investment account and covers all portfolio management and ongoing planning activities.
Contact
Anthony Watson
Location
220 S. Main St., Suite 321, Royal Oak, MI, 48067
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Thrive Retirement Specialists
Previous Registrations
Origin Financial
Portfolio Solutions LLC
State Registrations3 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.
Exams
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