Antonio Natale
Antonio Natale is a registered investment advisor at Hantz Financial Services, INC., based in Southfield, MI, with 23 years of industry experience. Antonio 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
26200 American Drive, Fifth Floor, Southfield, MI, 48034
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Regulatory History
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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Antonio owns rental property, but a property management company handles day-to-day operations. He also works as a contractor/consultant for Photon Insights, Inc., spending a few hours per week on consulting related to sales, distribution, UI, and revenue. Additionally, Antonio is the President of Hantz Alternatives Management Company, LLC, dedicating about a quarter of his time to overseeing feeder fund operations and working with private equity analysts.
Employment History
Current Registrations
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
Previous Registrations
Curian Capital, LLC
Jackson National Life Distributors LLCBroker
Scudder Distributors, INC.Broker
State Registrations1 state
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