MC
ChFC
MC
ChFC

Margaret Cull

32 Years of Experience
Southfield, MI
Broker

Margaret Cull is a ChFC-designated registered investment advisor at Hantz Financial Services, INC., based in Southfield, MI, with 32 years of industry experience. Margaret 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

26200 American Drive, Fifth Floor, Southfield, MI, 48034

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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.
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
July 1993 - October 1997 · 4 yrs 3 mos
Ids Life Insurance CompanyBroker
July 1993 - October 1997 · 4 yrs 3 mos
State Registrations22 states
AZCADCFLGAILINKYMAMIMONCNMOHPASCSDTNTXUTVAWI
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.