James Arnold Hintz

ChFC

Mha Financial CORP

36 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management

Mha Financial CORP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

146 clients

Average Client Portfolio

$588K average

Assets Under Management

$85.8M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.00%
$500K - $1.0M	0.80%
$1M+	0.60%

Investment Management fees may be negotiable with MHA.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

Houston, TX

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History

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

View Full SEC Report How to Read Disclosures

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.