Huntington Financial Advisors
Assets Under Management
$6.3B
Number of Clients
37,298
Number of Advisors
419
Average Client AUM
$170K
AUM per Advisor
$15.1M
Compensation
Fee-Only (AUM)
About This Firm
Huntington Financial Advisors (HFA) offers various wrap fee advisory programs on the Envestnet platform, including mutual fund/ETF wrap, UMA, SMA, and RPM. Clients complete a questionnaire to determine their investment profile, and advisors recommend strategies based on their needs and goals. HFA offers investment management services through the Private Bank division of HNB, creating a conflict of interest.
Fee Structure
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
Location
41 S. High Street, Columbus, OH, 43215