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Aaron Lemanski

20 Years of Experience
Broker

Aaron Lemanski is a registered investment advisor at Hantz Financial Services, INC., based in Midland, MI, with 20 years of industry experience. Aaron 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

2205 Ridgewood Drive, Midland, MI, 48642

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Aaron owns Vitality Farm and Baker, a bakery and food class business, and spends about 10-20% of his time on bookkeeping and animal care. He also works as an event entertainer/contractor for Deke's Paradice and Casino, dedicating a few hours per week to dealing table games.

Employment History
Current Registrations
Hantz Financial Services, INC.
February 2011 - Present · 15 yrs 2 mos
Hantz Financial Services, INC.Broker
November 2005 - Present · 20 yrs 5 mos
State Registrations8 states
CODCFLILMINYORTX
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.