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Ruben Fowlkes

22 Years of Experience
Southfield, MI
1 DisclosureBroker

Ruben Fowlkes is a registered investment advisor at Hantz Financial Services, INC., based in Southfield, MI, with 22 years of industry experience. Ruben 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
394 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
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Location

24901 Northwestern Hwy., Southfield, MI, 48075

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History

Regulatory History (1)
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Judgment / Lien
January 2020
Other Business Activities

Ruben owns Omega Enterprises, a personal training business where he trains high school students and adults. He dedicates about a quarter of his time to this business.

Employment History
Current Registrations
Hantz Financial Services, INC.
January 2017 - Present · 9 yrs 9 mos
Hantz Financial Services, INC.
June 2004 - Present · 22 yrs 4 mos
Hantz Financial Services, INC.Broker
June 2004 - Present · 22 yrs 4 mos
State Registrations1 state
MI
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.
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