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

Home Office OPS OSJ - 41 South High, 41 SOUTH HIGH STREET, 4th FLOOR, Columbus, OH, 43215

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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
January 2025 - Present · 1 yr
Huntington Financial Advisors
January 2025 - Present · 1 yr
Previous Registrations
PNC Investments
March 2022 - January 2025 · 2 yrs 10 mos
PNC Investments
October 2021 - March 2022 · 5 mos
PNC Investments Broker
October 2021 - January 2025 · 3 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLC Broker
September 2020 - September 2021 · 1 yr
UBS Financial Services INC.
January 2018 - December 2019 · 1 yr 11 mos
UBS Financial Services INC. Broker
August 2017 - December 2019 · 2 yrs 4 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.