Leahmarie Lamonica
Leahmarie Lamonica is a registered investment advisor at Hantz Financial Services, INC., based in Willoughby, OH, with 9 years of industry experience. Leahmarie 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
37131 Euclid Ave., Willoughby, OH, 44094
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Regulatory History (2)
Criminal
June 2008Criminal
August 2007Employment History
Current Registrations
Hantz Financial Services, INC.Broker
Hantz Financial Services, INC.
State Registrations2 states
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.