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Michael Brunner

16 Years of Experience
Dublin, OH
Broker

Michael Brunner is a registered investment advisor at Huntington Financial Advisors, based in Dublin, OH, with 16 years of industry experience. Michael 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

Dublin Wealth Advisors, 6755 Avery-Muirfield Drive, Dublin, OH, 43016

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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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Other Business Activities

Michael serves on the advisory board for Run the Race, dedicating minimal time to this role. This activity is not investment-related.

Employment History
Current Registrations
The Huntington Investment Company
September 2017 - Present · 8 yrs 8 mos
The Huntington Investment CompanyBroker
September 2017 - Present · 8 yrs 8 mos
Huntington Financial Advisors
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Nationwide Investment Advisors, LLC
March 2016 - August 2017 · 1 yr 5 mos
Nationwide Investment Services CorporationBroker
September 2012 - August 2017 · 4 yrs 11 mos
Nationwide Securities, LLC
July 2011 - March 2016 · 4 yrs 8 mos
Nationwide Securities, LLCBroker
August 2010 - October 2012 · 2 yrs 2 mos
Waddell & Reed, INC.
August 2009 - June 2010 · 10 mos
Waddell & Reed, INC.Broker
August 2009 - June 2010 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.