John Machcinski
John Machcinski is a CFP, ChFC-designated registered investment advisor at Hantz Financial Services, INC., based in Maumee, OH, with 47 years of industry experience. John 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
1540 S. Holland-Sylvania, Maumee, OH, 43537
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Regulatory History (2)
Customer Dispute
October 2010Customer Dispute
August 2007Other Business ActivitiesSells Insurance
John is Vice President and Secretary of Hantz Group, Inc., the parent company to Hantz affiliates. He also serves as Secretary for multiple other Hantz-related businesses, including charter flights, urban farm development, insurance agencies, tax planning, technology services, accounting, and real estate; he dedicates minimal time to each of these businesses.
Employment History
Current Registrations
Hantz Financial Services, INC.Broker
Hantz Financial Services, INC.
Previous Registrations
Vestax Securities CorporationBroker
East - West Capital CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations6 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.