John Hantz
John Hantz is a CFP-designated registered investment advisor at Hantz Financial Services, INC., based in Southfield, MI, with 40 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,039 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hantz Financial Services offers investment management services where they manage your investments based on your needs and goals. The annual fee is a percentage of your portfolio, typically between 0.20% and 1.00%, but this is negotiable. There is also a model fee of 0.20% for Dynamic, Active, and Index ETF model portfolios. For separately managed accounts, Hantz charges an advisory fee from 0.12% to 1.00% plus a program fee that varies based on assets under management starting at 0.60% down to 0.54%.
Location
24901 Northwestern Hwy., Suite 710, Southfield, MI, 48075
Get directionsHistory
Regulatory History (2)
Regulatory
August 2005Employment Separation After Allegations
August 1997Other Business Activities
John is President, CEO, majority shareholder, and sole director of Hantz Group, Inc., dedicating nearly full-time hours to this role. He also holds leadership positions in several other companies, including Hantz Holdings, Inc. and Hantz Trust, and has ownership interests in various LLCs.
Employment History
Current Registrations
Hantz Financial Services, INC.
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
Previous Registrations
Jrh Financial Services, L.L.C.Broker
Vestax Securities CorporationBroker
East - West Capital CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.