AG
AG

Angelina Gerovac

15 Years of Experience
Columbus, OH
Broker

Angelina Gerovac is a registered investment advisor at Huntington Financial Advisors, based in Columbus, OH, with 15 years of industry experience. Angelina 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
Fee-Only (% of Portfolio)
Firm Size
439 advisors
Number of Clients
37,298 clients
Average Client Portfolio
$170K average
Assets Under Management
$6.3B

Fee Structure

Investment management only (planning not offered)

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.

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Location

Home Office Osj - Easton, 7 Easton Oval, Columbus, OH, 43219

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History

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 CompanyBroker
October 2022 - Present · 3 yrs 7 mos
The Huntington Investment Company
October 2022 - Present · 3 yrs 7 mos
Huntington Financial Advisors
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Mcdonald Partners LLC
November 2021 - September 2022 · 10 mos
Mcdonald Partners LLCBroker
November 2021 - September 2022 · 10 mos
PNC Investments
January 2018 - November 2021 · 3 yrs 10 mos
PNC InvestmentsBroker
July 2017 - November 2021 · 4 yrs 4 mos
Hantz Financial Services, INC.Broker
June 1999 - December 2002 · 3 yrs 6 mos
Vestax Securities CorporationBroker
December 1997 - June 1999 · 1 yr 6 mos
Concord Brokerage Services, INC.Broker
February 1997 - December 1997 · 10 mos
Ids Life Insurance CompanyBroker
September 1995 - January 1997 · 1 yr 4 mos
American Express Financial Advisors INC.Broker
September 1995 - January 1997 · 1 yr 4 mos
State Registrations1 state
OH
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Angelina Gerovac - Financial Advisor | TrueAdvisor