Steven Hartman is a registered investment advisor at Huntington Financial Advisors, based in Burton, MI, with 18 years of industry experience. Steven 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
Burton, 4280 E Court Street, Burton, MI, 48509
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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
Steven works as a trivia jockey for Cat's Got Your Tongue LLC, dedicating about 10-20% of his time to this non-investment related business. He also serves as the President of the Hidden Lake Condominium Association HOA, spending a few hours per week in this volunteer role.
Employment History
Current Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Thrivent Investment Management INC.Broker
Edward Jones
Edward JonesBroker
State Registrations3 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.