JH
JH

Jerald Hanks

23 Years of Experience
Southfield, MI
2 DisclosuresBroker

Jerald Hanks is a registered investment advisor at Hantz Financial Services, INC., based in Southfield, MI, with 23 years of industry experience. Jerald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 24,070 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
397 advisors
Number of Clients
24,070 clients
Average Client Portfolio
$415K average
Assets Under Management
$10.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard investment management fees generally range between 0.20% and 1.00% based on account size and complexity. Additional model fees or third-party manager program fees may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

24901 Northwestern Highway, Suite 710, Southfield, MI, 48075

Get directions

History

Regulatory History (2)
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.
Customer Dispute
March 2013
Withdrawn
Customer Dispute
October 2011
Settled
Employment History
Current Registrations
Hantz Financial Services, INC.
June 2011 - Present · 15 yrs 4 mos
Hantz Financial Services, INC.
June 2003 - Present · 23 yrs 4 mos
Hantz Financial Services, INC.Broker
June 2003 - Present · 23 yrs 4 mos
State Registrations22 states
AZFLGAHIIAILINKSKYMAMINCNJNMOHSCTXVAVTWAWIWV
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.
More Advisors