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Rimoun Estifou

11 Years of Experience
Clinton Township, MI
Broker

Rimoun Estifou is a registered investment advisor at Hantz Financial Services, INC., based in Clinton Township, MI, with 11 years of industry experience. Rimoun 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
382 advisors
Number of Clients
22,039 clients
Average Client Portfolio
$355K average
Assets Under Management
$7.8B

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%.

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Location

24668 Hall Road, Clinton Township, MI, 48036

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Rimoun owns Estifou Holdings, LLC, an income-generating property business, since August 2021. He dedicates minimal time to purchasing, improving, and selling distressed properties.

Employment History
Current Registrations
Hantz Financial Services, INC.
August 2014 - Present · 11 yrs 9 mos
Hantz Financial Services, INC.Broker
March 2014 - Present · 12 yrs 2 mos
State Registrations7 states
AZFLGAMIOHTNVA
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.
Rimoun Estifou - Financial Advisor | TrueAdvisor