Matthew Babcock
Advisor at Hantz financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Hantz financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hantz financial Services, Inc.
Location
Tecumseh, MI 49286
Credentials
ChFC®, Series 63
Industry experience
35 years
Premier Business Planning Service fees generally start at $1,320; financial planning fees may be negotiated and are annual.
Fees for retirement plan services may be billed as a percentage of assets; specific rates are not stated in the provided text.
Brokerage services are offered under separate commission-based agreements; commissions and 12b-1 fees may apply if clients engage these services.
Performance-based fees may apply for private fund management (private equity offerings) to qualified clients.
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.
Hantz Financial Services, Inc.
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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