Hantz Financial Services provides investment advice, brokerage, and mortgage services. They offer financial planning through Horizon, Premier, and Premier Business Planning services. They also offer retirement plan consulting and investment portfolio management using model portfolios of mutual funds, ETFs, and separately managed accounts. Hantz may also allocate assets to alternative investments. They manage assets on a discretionary or non-discretionary basis.
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%.