Greg Smith
Greg Smith is a registered investment advisor at Huntington Financial Advisors, based in Elyria, OH, with 27 years of industry experience. Greg is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,398 clients with $7.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees vary depending on the specific program selected. The schedule shown reflects the GPS Total Asset Allocation and Multi-Manager program. Other programs have different fee schedules, and fees may be negotiable.
Fee Estimator
Location
Elyria, OH
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2000Other Business Activities
Greg works as an assistant football coach at Elyria Catholic High School, starting in October 2024. This activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Huntington Financial Advisors
The Huntington Investment Company
The Huntington Investment CompanyBroker
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Key Investment Services LLC
Key Investment Services LLCBroker
Mcdonald Investments INC.Broker
Olde Discount CorporationBroker
State Registrations1 state
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
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