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Matthew Babcock

Advisor at Hantz financial Services, Inc.

Updated today
Hantz financial Services, Inc. logo

Firm

Hantz financial Services, Inc.

Location

Tecumseh, MI 49286

Credentials

ChFC®, Series 63

Industry experience

35 years

Fee options

Fixed

Premier Business Planning Service fees generally start at $1,320; financial planning fees may be negotiated and are annual.

Percentage

Fees for retirement plan services may be billed as a percentage of assets; specific rates are not stated in the provided text.

Commissions

Brokerage services are offered under separate commission-based agreements; commissions and 12b-1 fees may apply if clients engage these services.

Performance-based

Performance-based fees may apply for private fund management (private equity offerings) to qualified clients.

Other

Minimum fee: Financial planning fees start generally at $1,320 for Premier Business Planning Service; other planning services fees are specified in agreements and may vary. Fee-only: Financial planning and portfolio management services are fee-only (no commissions) for advisory services; fees are annual or negotiated.

Work history

Hantz Financial Services, Inc.

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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