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Shane Teach

7 Years of Experience
Columbus, OH
1 DisclosureBroker

Shane Teach is a registered investment advisor at Huntington Financial Advisors, based in Columbus, OH, with 7 years of industry experience. Shane 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

Insurance Osj - Tower, 41 South High St. 6th Floor, Columbus, OH, 43215

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History

Regulatory History (1)
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Criminal
January 1999
Final Disposition
Other Business Activities

Shane is a video game streamer on Twitch since 2021, playing a football video game and creating podcast-like content. This activity takes about 10-20% of his time and is not investment-related.

Employment History
Current Registrations
Huntington Financial Advisors
November 2019 - Present · 6 yrs 10 mos
The Huntington Investment Company
May 2018 - Present · 8 yrs 4 mos
The Huntington Investment CompanyBroker
May 2018 - Present · 8 yrs 4 mos
State Registrations1 state
OH
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.