EB
EB

Eric Baker

26 Years of Experience
Maumee, OH
Broker

Eric Baker is a registered investment advisor at Huntington Financial Advisors, based in Maumee, OH, with 26 years of industry experience. Eric 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

Arrowhead Park, 597 W. Dussel Dr., Maumee, OH, 43537

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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 Company
August 2024 - Present · 1 yr 9 mos
Huntington Financial Advisors
August 2024 - Present · 1 yr 9 mos
The Huntington Investment CompanyBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
PNC InvestmentsBroker
June 2019 - August 2024 · 5 yrs 2 mos
PNC Investments
June 2019 - August 2024 · 5 yrs 2 mos
Cig SecuritiesBroker
November 2017 - May 2019 · 1 yr 6 mos
Cig Asset Management, INC.
November 2017 - May 2019 · 1 yr 6 mos
TD Ameritrade Investment Management, LLC
April 2016 - November 2017 · 1 yr 7 mos
TD Ameritrade, INC.
April 2016 - November 2017 · 1 yr 7 mos
TD Ameritrade, INC.Broker
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Citizens Securities, INC.
April 2014 - April 2016 · 2 yrs
Citizens Securities, INC.Broker
March 2014 - April 2016 · 2 yrs 1 mo
Fifth Third Securities, INC.
February 2014 - March 2014 · 1 mo
Fifth Third Securities, INC.
May 2008 - February 2014 · 5 yrs 9 mos
Fifth Third Securities, INC.Broker
May 2008 - March 2014 · 5 yrs 10 mos
Natcity Investments, INC.
October 2006 - May 2008 · 1 yr 7 mos
Natcity Investments, INC.Broker
October 2006 - May 2008 · 1 yr 7 mos
Cco Investment Services CORP.Broker
December 2005 - September 2006 · 9 mos
Charter One Securities, INC.Broker
August 2005 - December 2005 · 4 mos
Pruco Securities, LLC.Broker
April 2002 - January 2005 · 2 yrs 9 mos
Signator Investors, INC.Broker
July 1997 - July 2000 · 3 yrs
State Registrations2 states
MIOH
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.
Eric Baker - Financial Advisor | TrueAdvisor