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Crystal Bain

24 Years of Experience
Novi, MI
Broker

Crystal Bain is a registered investment advisor at Huntington Financial Advisors, based in Novi, MI, with 24 years of industry experience. Crystal 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

Wixom, 49125 Grand River Ave, Novi, MI, 48374-1205

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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
January 2025 - Present · 1 yr 4 mos
The Huntington Investment CompanyBroker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
LPL Financial LLC
February 2024 - December 2024 · 10 mos
LPL Financial LLCBroker
February 2024 - December 2024 · 10 mos
Osaic Institutions, INC.Broker
September 2017 - February 2024 · 6 yrs 5 mos
Osaic Institutions, INC.
September 2017 - February 2024 · 6 yrs 5 mos
Citizens Securities, INC.
November 2012 - August 2017 · 4 yrs 9 mos
Citizens Securities, INC.Broker
November 2012 - August 2017 · 4 yrs 9 mos
J.P. Morgan Securities LLC
October 2012 - November 2012 · 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - November 2012 · 1 mo
Chase Investment Services CORP.
July 2011 - October 2012 · 1 yr 3 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities CorporationBroker
October 2001 - July 2005 · 3 yrs 9 mos
State Registrations2 states
FLMI
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.