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

Chicago, IL

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Regulatory History (1)
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Financial
July 2017
Final
Employment History
Current Registrations
Huntington Financial Advisors
January 2024 - Present · 2 yrs
The Huntington Investment Company
January 2024 - Present · 2 yrs
The Huntington Investment Company Broker
January 2024 - Present · 2 yrs
Previous Registrations
Raymond James & Associates, INC. Broker
November 2019 - January 2024 · 4 yrs 2 mos
Raymond James & Associates, INC.
November 2019 - January 2024 · 4 yrs 2 mos
Wells Fargo Clearing Services, LLC
October 2017 - November 2019 · 2 yrs 1 mo
Wells Fargo Clearing Services, LLC Broker
September 2017 - November 2019 · 2 yrs 2 mos
J.P. Morgan Securities LLC Broker
March 2014 - September 2017 · 3 yrs 6 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.