Kelly Tischart is a registered investment advisor at Huntington Financial Advisors, based in Mchenry, IL, with 34 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37,298 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Huntington Financial Advisors offers several investment management programs, each with its own fee structure. These programs include:
- Private Wealth Consulting (PWC): Fees are tiered based on the amount invested, plus additional fees paid to Envestnet and potentially third-party managers. Minimum account size is $1,000,000.
- Representative as Portfolio Manager (RPM): Fees are tiered based on the amount invested. Your financial advisor directly manages your account. Minimum account size is $250,000.
- GPS Premier: Fees are tiered based on the amount invested. This is a separately managed account program. Minimum investment is $100,000.
- GPS Total Asset Allocation and Total Multi-Manager: Fees are tiered based on the amount invested. These are unified managed accounts. Minimum investment is $250,000.
- GPS Select: Fees are tiered based on the amount invested. Minimum investment is $50,000.
- GPS Foundations: Fees are tiered based on the amount invested. Minimum investment is $10,000.
- GPS Wrap Strategists: Fees are tiered based on the amount invested. Minimum investment is $25,000.
These fees cover portfolio management, trade execution, and custody services. Additional fees may apply for optional overlay services like tax or impact investing.
Location
Mchenry, 5555 W Bull Valley Road, Mchenry, IL, 60050
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Kelly is a business owner of Hidden Treasures, a retail/sales business, and a guest speaker at churches and church conferences, dedicating a few hours per week to the latter. Neither activity is investment-related.
Employment History
Current Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Firstmerit Advisors, INC.
Firstmerit Financial Services, INCBroker
Associated Investment Services, INC.
Associated Investment Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.
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Vision Investment Services, INC.Broker
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State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.