How does the advisor help clients – Key Takeaways:
Huntington Advisors is a leading financial management firm that specializes in providing expert guidance to individuals and businesses seeking to achieve their financial goals. The firm offers a wide range of services, including investment management, retirement planning, tax planning, and estate planning, among others. With a team of highly experienced and knowledgeable advisors, Huntington Advisors is committed to helping their clients make smart and informed financial decisions.
Facts and Insights
Here are some key facts and insights about Huntington Advisors:
- Assets Under Management: As of June 30, 2021, Huntington Advisors manages approximately $1.5 billion in assets. This represents a significant growth from the previous year, showcasing the firm’s success in helping clients achieve their financial goals.
- Number of Advisors: Huntington Advisors has a team of over 20 dedicated advisors, each with a unique set of skills and expertise. This allows the firm to provide clients with tailored and personalized financial advice.
- Time in Business: Huntington Advisors has been in business for over 25 years, making them one of the most established and reputable financial management firms in the industry. Their long-standing presence speaks to their commitment to providing high-quality services to their clients.
Financial Services Offered
Huntington Advisors offers a wide range of financial services to meet the diverse needs of their clients. Some of the key services offered by the firm include:
- Investment Management: Huntington Advisors provides expert guidance on building and managing investment portfolios that align with their clients’ goals and risk tolerance.
- Retirement Planning: The firm helps clients develop comprehensive retirement plans that ensure they can maintain their desired lifestyle after retirement.
- Tax Planning: Huntington Advisors assists clients in minimizing their tax liabilities and maximizing their tax benefits through strategic tax planning.
- Estate Planning: The firm helps clients protect and distribute their assets according to their wishes through effective estate planning strategies.
Client Types
Huntington Advisors serves a diverse range of clients, including individuals, families, and businesses. Their clients come from various industries and professions, and the firm has the expertise to cater to their unique financial needs.
Fees & Compensation
Huntington Advisors operates on a fee-based structure, which means that they charge a percentage of the assets they manage for their clients. This aligns the firm’s interests with those of their clients and ensures that they work towards achieving their clients’ financial goals.
Background
Huntington Advisors was founded by John Huntington in 1995, with the vision of providing expert and unbiased financial advice to clients. Since then, the firm has grown to become a trusted and respected name in the financial management industry. The firm is headquartered in New York City and has offices in several other locations across the United States.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Huntington Advisors is committed to transparency and full disclosure to their clients. Some important disclosures that clients should be aware of include:
- Code of Ethics: The firm adheres to a strict code of ethics that governs their professional conduct and serves as a guide for making informed and ethical decisions on behalf of their clients.
- Fee Schedule: Huntington Advisors’ fee schedule is clearly outlined and disclosed to clients, ensuring transparency and clarity in their compensation structure.
- Firm Brochure: The firm’s brochure, also known as Form ADV Part 2A, contains detailed information about Huntington Advisors, including services offered, fees, conflicts of interest, and more.
In conclusion, Huntington Advisors is a reputable and experienced financial management firm that offers a comprehensive range of services to help clients achieve financial success. With their dedicated team of advisors and commitment to transparency, the firm is well-equipped to assist clients in making informed and sound financial decisions.