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The fee is billed in advance, is negotiable and has a $1,000 annual minimum.","source":"LANTZ FINANCIAL LLC - ADV PART 2A BROCHURE, filed 16 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Lantz Financial use?","answer":"Lantz Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $901M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lantz Financial have?","answer":"Lantz Financial has 7 investment adviser representatives registered with state securities authorities, out of 13 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lantz Financial invest in?","answer":"At the end of its last fiscal year, Lantz Financial’s separately managed accounts held 43% exchange-traded equities, 35% registered funds (mutual funds, ETFs, BDCs), 7% U.S. government and agency bonds, 7% cash and equivalents, 3% investment grade corporate bonds, 2% state and local bonds, 2% pooled vehicles (private funds and similar) and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lantz Financial?","answer":"Lantz Financial’s direct owners are Michael Lantz (75% or more) and Daniel Rohlfing (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lantz Financial get paid?","answer":"Lantz Financial is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}