Amy Lavoie is a CFP, ChFC-designated registered investment advisor at Hantz Financial Services, INC., based in Ann Arbor, MI, with 21 years of industry experience. Amy 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
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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
2400 Green Road, Ann Arbor, MI, 48105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
State Registrations27 states
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