Curtis Meyers is a registered investment advisor at Hantz Financial Services, INC., based in Okemos, MI, with 14 years of industry experience. Curtis 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
3450 Alaiedon Parkway, Okemos, MI, 48864
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Curtis coaches the Varsity basketball team at Saint Patrick School, dedicating about 10-20% of his time to this non-investment related activity. He began coaching in 2021 and spends no time on it during securities trading hours.
Employment History
Current Registrations
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
State Registrations1 state
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