Lantz Financial LLC

Lantz Financial, LLC is a registered investment adviser based in Illinois, established in 2018, with 12 employees. The firm offers discretionary and non-discretionary portfolio management services to individuals, families, and businesses. Clients can choose to give the firm full discretion over their investments or approve decisions before implementation. As of December 31, 2024, the firm managed over $846 million in assets. Additionally, Lantz Financial provides investment advisory and financial planning services, tailored to each client's needs, covering areas such as education funding, retirement planning, and estate planning. The firm charges fees not exceeding 1.25% of assets under management for investment management services, with a minimum annual household fee of $1,000. Fees for advisory services range from 0.25% to 1.00% based on the complexity of the engagement. Financial planning services are charged at fixed or hourly rates. Lantz Financial acts as a fiduciary, required to act in clients' best interests. The firm does not charge performance-based fees and does not simultaneously manage performance-based and non-performance-based accounts. Clients' assets are held by qualified custodians, and the firm may receive economic benefits from custodians for support services. Lantz Financial does not vote proxies on behalf of clients and has no financial conditions triggering additional reporting requirements.