James Hintz
James Hintz is a ChFC-designated registered investment advisor at Mha Financial CORP, based in Houston, TX, with 37 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 146 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MHA Financial Corp offers investment management services based on a percentage of the assets they manage. There are two standard fee schedules:
- Scaled Rate:
- 1.00% on the first $500,000
- 0.80% on the next $500,000 (from $500,001 to $1,000,000)
- 0.60% on assets above $1,000,000
- Flat Rate: 2% of the assets managed
Fees are paid quarterly in arrears. Fees may be negotiable. MHA also refers clients to third-party money managers for discretionary investment management, with fees based on a wrap fee schedule.
Location
Houston, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2012Other Business ActivitiesSells Insurance
James is involved in several business activities, including owning Physicians Investment Advisory Services of Texas and Doctors Financial Services, and working as an investment advisory representative for MHA Financial Corp. He also dedicates time to teaching spin classes and tax planning, and is involved with insurance premium finance trusts and variable insurance/annuity sales.
Employment History
Current Registrations
Four Points Capital Partners LLCBroker
Mha Financial CORP
Four Points Capital Partners LLC
Physicians Investment Advisory Services of Texas, LLC
Previous Registrations
Mha Financial CORP
Mha Financial CORP
Mha Financial CORPBroker
Edi Investment Advisor Corporation
Edi Financial, INC.Broker
Allied Beacon Wealth Management, LLC
Allied Beacon Partners, INC.Broker
American Beacon Wealth Management, INC.
Kcd Financial, INC.Broker
Precision Retirement Group, INC
American Beacon Partners, INC.Broker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Washington Square Securities, INC.Broker
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.