KM
KM

Kevin Meek

23 Years of Experience
Medina, OH
Broker

Kevin Meek is a registered investment advisor at Huntington Financial Advisors, based in Medina, OH, with 23 years of industry experience. Kevin 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.

Loading...

Location

Northland N Court Street, 975 N. Court St, Medina, OH, 44256

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
The Huntington Investment CompanyBroker
February 2017 - Present · 9 yrs 3 mos
Huntington Financial Advisors
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
September 2013 - February 2017 · 3 yrs 5 mos
LPL Financial LLC
September 2013 - February 2017 · 3 yrs 5 mos
Firstmerit Advisors, INC.
January 2010 - September 2013 · 3 yrs 8 mos
Firstmerit Financial Services, INCBroker
January 2010 - September 2013 · 3 yrs 8 mos
Invest Financial Corporation
August 2005 - January 2010 · 4 yrs 5 mos
Invest Financial CorporationBroker
July 2005 - January 2010 · 4 yrs 6 mos
Firstmerit Securities, INC.Broker
March 2005 - July 2005 · 4 mos
Lincoln Financial Advisors Corporation
July 2002 - March 2005 · 2 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
May 2002 - March 2005 · 2 yrs 10 mos
The Lincoln National Life Insurance CompanyBroker
May 2002 - March 2005 · 2 yrs 10 mos
State Registrations8 states
FLIAMAOHPASCTNVA
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.
Kevin Meek - Financial Advisor | TrueAdvisor