Huntington Financial Advisors offers a variety of wrap fee advisory programs on an open architecture platform through Envestnet. Clients can choose from several programs depending on their investment goals and risk profile, including mutual fund and exchange-traded fund wrap accounts, unified managed accounts, separately managed accounts, and programs where a financial advisor or a third-party manager has discretion to manage the portfolio. Huntington Financial Advisors also makes available proprietary investment models managed by the Private Bank division of The Huntington National Bank. Services include portfolio management, asset allocation, and periodic rebalancing. Huntington Financial Advisors is registered as an investment advisor and broker-dealer, and is a subsidiary of Huntington Bancshares Incorporated.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $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.