James Huntington
James Huntington is a registered investment advisor at Mpm Wealth Advisors, based in Holland, 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 Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 1,158 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPM Wealth Advisors' investment management fees have a maximum of 1.50% annually, calculated and payable quarterly. A flat fee option is available for accounts over $1,000,000, but this is not widely used. Fees are based on the portfolio's value at the end of each quarter. Cash balances are included when calculating fees. Clients are responsible for custodial and brokerage fees.
Location
7429 International Drive, Suite A, Holland, OH, 43528-8623
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.