MB
ChFC
MB
ChFC

Michael Basmajian

10 Years of Experience
Okemos, MI
Broker

Michael Basmajian is a ChFC-designated registered investment advisor at Hantz Financial Services, INC., based in Okemos, MI, with 10 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 24,070 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
397 advisors
Number of Clients
24,070 clients
Average Client Portfolio
$415K average
Assets Under Management
$10.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Standard investment management fees generally range between 0.20% and 1.00% based on account size and complexity. Additional model fees or third-party manager program fees may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4900 Montrose Avenue, Suite 200, Okemos, MI, 48864

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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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Employment History
Current Registrations
Hantz Financial Services, INC.
February 2016 - Present · 10 yrs 8 mos
Hantz Financial Services, INC.
January 2016 - Present · 10 yrs 9 mos
Hantz Financial Services, INC.Broker
January 2016 - Present · 10 yrs 9 mos
State Registrations16 states
AZCACOFLIAILINMAMDMIMTNYOHPATXVA
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.
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