Alison Capp is a registered investment advisor at Hantz Financial Services, INC., based in Midland, MI, with 9 years of industry experience. Alison 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
2603 W. Wackerly Road, Suite 100, Midland, MI, 48640
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alison is an owner and independent consultant for Rodan & Fields, selling skin care products. She spends about 10-20% of her time recruiting customers, placing orders, and hosting promotional events.
Employment History
Current Registrations
Hantz Financial Services, INC.
State Registrations1 state
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