James Huhn
James Huhn is a registered investment advisor at Foundations Investment Advisors LLC, based in Phoenix, AZ, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ, 85040
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is an insurance agent selling various lines of insurance, including fixed index annuities, dedicating about half of his time to this. He also provides outsourced estate planning services and is the president of Wellness Technologies Group, selling nutritional and technology products.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Iams Wealth Management, LLC
Brookstone Wealth Advisors, LLC
Regal Investment Advisors LLC
Sunrift Capital Partners LLC
The Bottom Line Wealth Management LTD.
Brookstone Capital Management LLC
Spc
Sigma Financial CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Sigma Financial CorporationBroker
Qa3 Financial CORP.Broker
Sigma Financial CorporationBroker
Transam Securities, INC.Broker
Nylife Securities INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.