James Arnold Hintz

ChFC

Mha Financial CORP

36 Years of Experience

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Firm Information

Mha Financial CORP

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

6 advisors

Number of Clients

146 clients

Average Client Portfolio

$588K average

Assets Under Management

$85.8M

Fee Structure

Minimum Investment:$100K

Financial Plan Fee:$800 - $5,000

Hourly Rate:$200 - $250/hr

Financial plans range from $800 to $2,500, negotiable based on complexity. Retainer agreements range from $1,200 to $5,000 annually, also negotiable. Investment management fees are either a scaled rate or a flat 2% of assets under management. Hourly planning agreements range from $200 to $250 per hour. Fees are negotiable, but will not exceed 3% of assets under management per year.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Advisor Information

Office location

Houston, TX

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2012

Award / Judgment

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Other 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.