James Huntington
James Huntington is a registered investment advisor at Mpm Wealth Advisors, based in Perrysburg, OH, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,118 clients with $1B 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 | 1.50% |
Maximum annual advisory fee is 1.50%. Fees are negotiable up to the maximum rate based on various criteria. A flat fee option is available for households with at least $1,000,000.
Fee Estimator
Location
7015 Lighthouse Way, Suite 400, Perrysburg, OH, 43551
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 1991Other Business ActivitiesSells Insurance
James owns and operates OBS Insurance and is an agent for various insurance companies. He receives compensation from insurance product transactions for advisory clients.
Employment History
Current Registrations
Mpm Wealth Advisors
Previous Registrations
Obs Financial Services, INC.
State Registrations2 states
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.
Exams
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