AM
CFP
AM
CFP

Andrea Mckinley

8 Years of Experience
Jefferson Hills, PA
Broker

Andrea Mckinley is a CFP-designated registered investment advisor at Huntington Financial Advisors, based in Jefferson Hills, PA, with 8 years of industry experience. Andrea 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
425 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
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Location

Jefferson Boro, 1633 State Route 51 South, Jefferson Hills, PA, 15025

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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
January 2025 - Present · 1 yr 9 mos
Huntington Financial Advisors
January 2025 - Present · 1 yr 9 mos
Previous Registrations
PNC Investments
March 2022 - January 2025 · 2 yrs 10 mos
PNC Investments
October 2021 - March 2022 · 5 mos
PNC InvestmentsBroker
October 2021 - January 2025 · 3 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2020 - September 2021 · 1 yr
UBS Financial Services INC.
January 2018 - December 2019 · 1 yr 11 mos
UBS Financial Services INC.Broker
August 2017 - December 2019 · 2 yrs 4 mos
State Registrations1 state
PA
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.
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