Anthony Desantis
Advisor at Affluent Solutions, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Affluent Solutions, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Beverly Hills, MI
Credentials
ChFC®, Series 63, Series 65
Industry experience
15 years
Anthony Desantis is the sole advisor at Affluent Solutions, LLC, an independent firm based in Beverly Hills, Michigan. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 15 years of industry experience. He has been with Affluent Solutions since 2001. Affluent Solutions serves individual and high-net-worth clients, typically requiring a minimum investment of $25,000. The firm provides investor coaching, financial planning, and advisory services, operating as a co-advisor that refers assets to an unaffiliated SEC-registered money manager who implements investment decisions and maintains custody.
Portfolio MRI® flat fee $500 (negotiable); other flat fees negotiable
0.99% annually, payable quarterly in advance
$150 per hour, negotiable
Account minimum: $25,000 Minimum fee: Portfolio MRI® one-time fee of $500, negotiable
Beverly Hills, MI
Michigan
Affluent Solutions, LLC
2001 - Present (25 years)
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