Lantz Financial offers investment management services where they make investment recommendations and handle the implementation. Clients can choose to give Lantz Financial the authority to make trades without asking first, or they can approve all decisions. Lantz Financial also provides financial planning services, offering advice on education funding, retirement, estate planning, and taxes. Clients are responsible for implementing any recommendations.
Fee Structure
Lantz Financial charges a fee based on the value of your portfolio, not to exceed 1.25%. They may require a minimum annual household fee of $1,000. If you terminate your account within 12 months, they may charge a $1,000 termination fee. They may also charge separate fixed fees for additional advisory or planning services, which will be disclosed in advance.