MD
MD

Michelle Dunigan

17 Years of Experience
New Lenox, IL
Broker

Michelle Dunigan is a registered investment advisor at Huntington Financial Advisors, based in New Lenox, IL, with 17 years of industry experience. Michelle 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

New Lenox, 2400 E Lincoln Hwy, New Lenox, IL, 60451

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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
The Huntington Investment CompanyBroker
February 2022 - Present · 4 yrs 3 mos
Huntington Financial Advisors
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
LPL Financial LLCBroker
March 2021 - February 2022 · 11 mos
LPL Financial LLC
March 2021 - February 2022 · 11 mos
BMO Harris Financial Advisors, INC.Broker
February 2012 - March 2021 · 9 yrs 1 mo
BMO Harris Financial Advisors, INC
February 2012 - March 2021 · 9 yrs 1 mo
RBC Capital Markets, LLC
November 2008 - February 2012 · 3 yrs 3 mos
RBC Capital Markets, LLCBroker
November 2008 - February 2012 · 3 yrs 3 mos
Ameriprise Financial Services, INC.
October 2008 - October 2008 · 0 mos
Ameriprise Financial Services, INC.Broker
July 2008 - October 2008 · 3 mos
State Registrations8 states
ARFLILINMITNTXWI
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.