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Chandler Green

2 Years of Experience
Marquette, MI
1 DisclosureBroker

Chandler Green is a registered investment advisor at Hantz Financial Services, INC., based in Marquette, MI, with 2 years of industry experience. Chandler 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

228 West Washington St, Marquette, MI, 49855

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History

Regulatory History (1)
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Criminal
December 2019
Final Disposition
Other Business Activities

Chandler is an employee with the US Army Reserves since 2017, handling pay disbursement to soldiers. This requires about 10-20% of his time, with minimal time spent during securities trading hours.

Employment History
Current Registrations
Hantz Financial Services, INC.
October 2023 - Present · 2 yrs 7 mos
Hantz Financial Services, INC.Broker
June 2023 - Present · 2 yrs 11 mos
State Registrations3 states
AZMIWI
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.