Jared Meisling
Jared Meisling is a CFP-designated registered investment advisor at Huntington Financial Advisors, based in Rockford, MI, with 20 years of industry experience. Jared 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
Rockford, MI
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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 →Employment History
Current Registrations
Huntington Financial Advisors
The Huntington Investment Company
The Huntington Investment CompanyBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Horace Mann Investors INCBroker
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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