AW
CFP

Andrew Joseph Wills

7 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

Maple Bell, 2801 Maple Avenue, Zanesville, OH, 43701

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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

Andrew is a partner in Lake Point LLC, an Air BNB rental property, dedicating a few hours per week. He also sits on an advisory panel for Zane State College's accounting program, requiring minimal time.

Employment History
Current Registrations
The Huntington Investment Company Broker
October 2018 - Present · 7 yrs 3 mos
Huntington Financial Advisors
October 2018 - Present · 7 yrs 3 mos
Previous Registrations
Edward Jones
December 2017 - July 2018 · 7 mos
Edward Jones Broker
November 2017 - July 2018 · 8 mos
State Registrations5 states
FLOHOKPATN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.