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

Canton Private Banking, 4481 Munson Street Nw, Canton, OH, 44718

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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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Other Business Activities

Amy is a board member for the Eric Snow YMCA, volunteering and coordinating fundraising events since 2023. She dedicates minimal time to this non-profit activity.

Employment History
Current Registrations
Huntington Financial Advisors
August 2022 - Present · 3 yrs 5 mos
The Huntington Investment Company Broker
August 2022 - Present · 3 yrs 5 mos
Previous Registrations
PNC Investments
October 2014 - July 2022 · 7 yrs 9 mos
PNC Investments Broker
October 2014 - July 2022 · 7 yrs 9 mos
Edward Jones
September 2013 - October 2014 · 1 yr 1 mo
Edward Jones Broker
June 2013 - October 2014 · 1 yr 4 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.