AS

Andrew Cory Simons

21 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
419 advisors
Number of Clients
37,298 clients
Average Client Portfolio
$170K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Minimum Annual Fee:$1,500

Huntington Financial Advisors offers various wrap fee programs with fees based on a percentage of your assets under management. The specific percentage varies depending on the program you choose (PWC, RPM, GPS Premier, GPS Total, GPS Select, GPS Foundations, GPS Wrap Strategists) and the amount of assets in your account. Each program has its own fee schedule. Some programs also have additional manager fees. Minimum investment amounts vary by program, ranging from $10,000 to $1,000,000.

Areas of Practice
Investment Management
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Advisor Information

Office location

Dublin Wealth Advisors, 6755 Avery-Muirfield Drive, Dublin, OH, 43016

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Regulatory History (1)
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Customer Dispute
May 2014
Closed-No Action
Employment History
Current Registrations
Huntington Financial Advisors
October 2008 - Present · 17 yrs 3 mos
The Huntington Investment Company Broker
January 2004 - Present · 22 yrs
State Registrations16 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.