Robert Koeth
Robert Koeth is a ChFC-designated registered investment advisor at Hantz Financial Services, INC., based in Willoughby, OH, with 55 years of industry experience. Robert 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
37131 Euclid Ave., Willoughby, OH, 44094
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 1999Employment History
Current Registrations
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
Previous Registrations
Hantz Financial Services, INC.Broker
Vestax Securities CorporationBroker
Capital Analysts, IncorporatedBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations15 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.