Justin Snyder
Advisor at Hantz financial Services, Inc. — Maumee, OH
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.
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.
Credentials
Series 66
Experience Industry experience
8 years
Location
Maumee, OH 43537
Hantz financial Services, Inc.
Enterprise
Justin Snyder is a financial advisor at Hantz Financial Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at Hantz since 2018. Prior to that, he spent 12 years at Toledo Molding and Die Inc. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and other solutions, and combines advisory, brokerage, mortgage, and insurance services under one enterprise structure.
Based on Hantz financial Services, Inc.
Based on Hantz financial Services, Inc.
Financial planning consulting fees may be charged as flat fees, e.g., Premier Business Planning Service generally starting at $1,320 annually; retirement plan project-based fees can range from $100 to $30,000; Consultancy Agreements quarterly fee at 0.05% paid by Investment Managers.
Brokerage commissions and 12b-1 fees may be charged for securities brokerage services implemented by registered representatives, separate commission-based agreements apply.
Hourly rates for retirement plan project-based services typically range from $100 to $300 per hour.
Performance participation fees or carried interest may apply for private funds managed by Hantz Alternatives Management Company, LLC; details in fund offering documents.
Fee-only: Financial Planning Services: Horizon Planning Service, Premier Planning Service, and Premier Business Planning Service annual fees specified in agreement; Premier Business Planning Service fees generally start at $1,320 annually; Retirement Plan Services: fees typically range from 5 basis points to 75 basis points of plan assets; Portfolio Management Services: fees generally 0.20% to 1.00% annually, or fixed fee negotiated; Third-Party SMA Manager Program: advisory fee 0.12% to 1.00% plus additional program fees (manager model delivery fees, TAMP fees 0.03%-0.12%, program fee 0.54%-0.60%); Model Fees for Dynamic, Active, Index, and Direct Indexing Models: additional 0.20% annually on assets allocated in each respective model; Hourly rates generally $100 to $300 per hour for retirement plan services; flat fees can range $100 to $30,000 for project based services.
Maumee, OH
1540 S. Holland Sylvania
Maumee OH 43537
Advisors at this office
10
Michigan · Ohio
8 years of industry experience
Hantz Financial Services
2018 - Present • 8 years
Southfield, MI
Toledo Molding and Die Inc
2006 - 2018 • 12 years
Toledo, OH
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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