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

The Firelands, 357 Main Street, Huron, OH, 44839

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Huntington Investment Company Broker
November 2017 - Present · 8 yrs 2 mos
Huntington Financial Advisors
November 2017 - Present · 8 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
January 2009 - October 2017 · 8 yrs 9 mos
UBS Financial Services INC. Broker
January 2009 - October 2017 · 8 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2007 - January 2009 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2007 - January 2009 · 1 yr 8 mos
State Registrations5 states
FLGAMINCOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.