LW
CFP
LW
CFP

Larry Weber

27 Years of Experience
Cincinnati, OH
Broker

Larry Weber is a CFP-designated registered investment advisor at Huntington Financial Advisors, based in Cincinnati, OH, with 27 years of industry experience. Larry 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

Cincinnati Main, 525 Vine Street, Cincinnati, OH, 45202

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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
Huntington Financial Advisors
July 2015 - Present · 11 yrs 2 mos
The Huntington Investment CompanyBroker
July 2015 - Present · 11 yrs 2 mos
Previous Registrations
PNC Investments
April 2013 - July 2015 · 2 yrs 3 mos
PNC InvestmentsBroker
April 2013 - July 2015 · 2 yrs 3 mos
Key Investment Services LLC
September 2011 - January 2013 · 1 yr 4 mos
Key Investment Services LLCBroker
January 2006 - January 2013 · 7 yrs
Key Investment Services LLC
January 2006 - May 2011 · 5 yrs 4 mos
Mcdonald Investments INC.
February 2005 - January 2006 · 11 mos
Mcdonald Investments INC.Broker
February 2005 - January 2006 · 11 mos
American Express Financial Advisors, INC.
March 2004 - January 2005 · 10 mos
American Express Financial Advisors INC.Broker
March 2004 - January 2005 · 10 mos
Ids Life Insurance CompanyBroker
March 2004 - January 2005 · 10 mos
Red Capital Markets, INC.Broker
September 1998 - March 2004 · 5 yrs 6 mos
State Registrations21 states
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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.