Jonathon Coe
Jonathon Coe is a CFP-designated registered investment advisor at Hantz Financial Services, INC., based in Sault Ste. Marie, MI, with 13 years of industry experience. Jonathon 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
320 Ashmun Street, Sault Ste. Marie, MI, 49783
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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.
Learn about disclosures →Other Business Activities
Jonathon is a craps dealer for Deke's Para Dice & Casino, a sole proprietorship that hosts private casino-themed parties. He spends minimal time on this non-investment-related activity, dealing craps a few times per year.
Employment History
Current Registrations
Hantz Financial Services, INC.Broker
Hantz Financial Services, INC.
Previous Registrations
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
State Registrations17 states
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