MA
CFP · ChFC
MA
CFP · ChFC

Michael Addor

35 Years of Experience
Ann Arbor, MI
Broker

Michael Addor is a CFP, ChFC-designated registered investment advisor at Hantz Financial Services, INC., based in Ann Arbor, MI, with 35 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
382 advisors
Number of Clients
22,039 clients
Average Client Portfolio
$355K average
Assets Under Management
$7.8B

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%.

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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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Other Business Activities

Michael is the treasurer for the Hunters Pointe Subdivision Home-Owners Association since 2020. He spends minimal time on duties such as managing bank deposits and withdrawals for subdivision projects.

Employment History
Current Registrations
Hantz Financial Services, INC.
February 2011 - Present · 15 yrs 3 mos
Hantz Financial Services, INC.Broker
June 1999 - Present · 26 yrs 11 mos
Previous Registrations
Hantz Financial Services, INC.
April 2000 - November 2003 · 3 yrs 7 mos
Vestax Securities CorporationBroker
December 1997 - June 1999 · 1 yr 6 mos
American Express Financial Advisors INC.Broker
February 1990 - October 1997 · 7 yrs 8 mos
Ids Life Insurance CompanyBroker
February 1990 - October 1997 · 7 yrs 8 mos
State Registrations27 states
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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.