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Cameron Kapfhamer

8 Years of Experience
Southfield, MI
Broker

Cameron Kapfhamer is a registered investment advisor at Hantz Financial Services, INC., based in Southfield, MI, with 8 years of industry experience. Cameron 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

26200 American Drive, Fifth Floor, Southfield, MI, 48034

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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

Cameron works as a real estate agent for Arterra Realty Michigan, LLC, since November 2023. This activity takes about 10-20% of his time.

Employment History
Current Registrations
Hantz Financial Services, INC.
July 2018 - Present · 7 yrs 10 mos
Hantz Financial Services, INC.Broker
January 2018 - Present · 8 yrs 4 mos
State Registrations26 states
AZCACODCDEFLGAILKYMAMDMIMNMSNCNDNVNYOHORPASCSDVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.