Michael Stephen Nemick
MN
CFP
Michael Stephen Nemick
MN
CFP

Michael Nemick

9 Years of Experience
Clinton Township, MI

Michael Nemick is a CFP-designated registered investment advisor at Thrive Retirement Specialists, based in Clinton Township, MI, with 9 years of industry experience. Michael 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
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
70 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$303.9M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$12,000

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.

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Michael Stephen Nemick
MN
Michael Nemick

Location

Clinton Township, MI

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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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Employment History
Current Registrations
Thrive Retirement Specialists
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Vintage Financial Services LLC
March 2021 - May 2022 · 1 yr 2 mos
Portfolio Solutions LLC
March 2016 - March 2021 · 5 yrs
State Registrations3 states
CAMITX
Advisor

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.
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Michael Stephen Nemick
MN
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