MR
ChFC
MR
ChFC

Michael Reid

37 Years of Experience
Ann Arbor, MI
Broker

Michael Reid is a ChFC-designated registered investment advisor at Hantz Financial Services, INC., based in Ann Arbor, MI, with 37 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 24,070 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
394 advisors
Number of Clients
24,070 clients
Average Client Portfolio
$415K average
Assets Under Management
$10.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard investment management fees generally range between 0.20% and 1.00% based on account size and complexity. Additional model fees or third-party manager program fees may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2400 Green Road, Ann Arbor, MI, 48105

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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
Hantz Financial Services, INC.
December 2007 - Present · 18 yrs 10 mos
Hantz Financial Services, INC.Broker
April 1999 - Present · 27 yrs 6 mos
Previous Registrations
Jrh Financial Services, L.L.C.Broker
February 2002 - April 2004 · 2 yrs 2 mos
Hantz Financial Services, INC.
May 1999 - November 2003 · 4 yrs 6 mos
Vestax Securities CorporationBroker
December 1997 - June 1999 · 1 yr 6 mos
East - West Capital CorporationBroker
October 1997 - January 1998 · 3 mos
American Express Financial Advisors INC.Broker
March 1989 - October 1997 · 8 yrs 7 mos
Ids Life Insurance CompanyBroker
March 1989 - October 1997 · 8 yrs 7 mos
State Registrations9 states
CAFLGAMINCOHORSCTX
AdvisorBrokerBoth

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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