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Anthony Watson

Thrive Retirement Specialists

3319 Greenfield #148

Dearborn, MI 48120

313-879-2019

Live Life When It Matters Most

About Thrive Retirement Specialists

Thrive Retirement Specialists is a retirement planning specialist dedicated to delivering a more thoughtful and strategic approach to retirement planning for those nearing or in retirement. We offer a single, flat-fee service entitled Thrive Retire that goes far beyond what has traditionally been known as retirement planning. ThriveRetire is an engaging ongoing 8-step retirement planning process and investment management service that seeks to identify all risks, assets, tools, and tactics to develop an optimal retirement plan designed to support your ideal retirement lifestyle and goals to the fullest extent possible. With every interaction, we seek to inform and serve, so our clients can safely trust their ThriveRetire plan and process, leaving each client with the confidence and peace of mind to live a vibrant and full life through retirement.

General Information

Firm Start Year

2020

CRD#

5682762

Firm CRD#

310289

Name of Custodial Firm

T.D. Ameritrade

Years of Experience in Financial Services

25

Number of Years with Current Firm

1

Work Experience

Before founding Thrive Retirement Specialists, Tony spent eight years serving as the Chief Investment Officer of a firm where he provided advice and investment management services to over 600 individuals representing at the time over $1.5 billion of investments. Before this, Tony served as Vice President at J.P. Morgan Private Bank, where he advised high- and ultra-high net worth individuals on all matters of wealth, including investments, portfolio construction, portfolio management, and retirement planning.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services

Services

Investment Types

Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks

Can meet clients in the following ways

Video Conference, Your Home, Your Office, Via Phone, Via Email

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CFA®

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Additional Details on Charges

A single, transparent flat-quarterly fee of $2,250 per quarter debited directly from your investment account for our ThriveRetire" service, including ongoing retirement planning and investment management. No commissioned products to sell, no referral fees to gain, no percentage of assets under management, and never any complicated sliding scales.

Minimum Fee Charged for Managed Accounts

$2,250 per quarter

Education

MBA - Finance and Investments

University of Michigan - Ross School of Business
04/01/2003 - 04/01/2006

BBA - Finance

Walsh College
09/01/1993 - 04/01/1997