MM
MM

Michael Mcclain

34 Years of Experience
Romeo, MI
1 DisclosureBroker

Michael Mcclain is a registered investment advisor at Hantz Financial Services, INC., based in Romeo, MI, with 34 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%.

Loading...

Location

125 West Lafayette, Romeo, MI, 48065

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
June 1999
Employment History
Current Registrations
Hantz Financial Services, INC.
February 2011 - Present · 15 yrs 3 mos
Hantz Financial Services, INC.Broker
July 1999 - Present · 26 yrs 10 mos
Previous Registrations
Hantz Financial Services, INC.Broker
June 1999 - July 1999 · 1 mo
Vestax Securities CorporationBroker
December 1997 - June 1999 · 1 yr 6 mos
American Express Financial Advisors INC.Broker
October 1991 - October 1997 · 6 yrs
Ids Life Insurance CompanyBroker
October 1991 - October 1997 · 6 yrs
State Registrations16 states
AZCAFLILKSKYLAMAMINCNYOHSCTXVAWA
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.
Michael Mcclain - Financial Advisor | TrueAdvisor