Heather Gosnick is a registered investment advisor at Hantz Financial Services, INC., based in Ann Arbor, MI, with 1 years of industry experience. Heather 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
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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Heather owns Leverage Tax Services and Consulting LLC, where she provides tax services and consulting, and is winding down the business, devoting minimal time. She also owns Gosnick Legal PLLC, open only for her law license with no active business, and LV Enterprises 21 LLC, where she is an active owner.
Employment History
Current Registrations
Hantz Financial Services, INC.
State Registrations1 state
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