ST
ST

Shane Teach

8 Years of Experience
Columbus, OH
1 DisclosureBroker

Shane Teach is a registered investment advisor at Huntington Financial Advisors, based in Columbus, OH, with 8 years of industry experience. Shane 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
Fee-Only (% of Portfolio)
Firm Size
427 advisors
Number of Clients
42,398 clients
Average Client Portfolio
$186K average
Assets Under Management
$7.9B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.75%
$100K - $250K1.60%
$250K - $500K1.45%
$500K - $1.0M1.25%
$1.0M - $2.0M1.10%
$2.0M - $5.0M1.00%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

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

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
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 11 mos
The Huntington Investment Company
May 2018 - Present · 8 yrs 5 mos
The Huntington Investment CompanyBroker
May 2018 - Present · 8 yrs 5 mos
State Registrations2 states
NCOH
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.
More Advisors
Shane Teach - Financial Advisor | TrueAdvisor