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Brian Hawkins

Advisor at The huntington Investment company

Updated today
The huntington Investment company logo

Firm

The huntington Investment company

Location

Spencer, OH

Credentials

Series 63, Series 65

Industry experience

14 years

Client services

Portfolio management Selection of other advisers

Fee options

Percentage

$0 - $100,000: 1.50% (GPS Foundations, GPS Select, GPS Wrap Strategists, GPS Premier SMA varies) $100,001 - $150,000: 1.35% (GPS Foundations, GPS Select, GPS Wrap Strategists) $150,001 - $250,000: 1.20% (GPS Foundations, GPS Select, GPS Wrap Strategists) $250,001 - $500,000: 1.00% (GPS Foundations, GPS Select, GPS Wrap Strategists, GPS Premier SMA varies) $500,001 - $1,000,000: 0.85% (GPS Foundations, GPS Select, GPS Wrap Strategists, GPS Premier SMA varies) $1,000,001 - $2,000,000: 1.15% first $1,000,000 then 1.00% next $1,000,000 (RPM Program); 1.00% first $2,000,000 (PWC, TFS Programs) $2,000,001 - $3,000,000: 0.75% (PWC, TFS Programs; RPM Program next $3,000,000 at 0.75%) $3,000,001 - $5,000,000: 0.65% (PWC, TFS Programs; RPM Program next $5,000,000 at 0.50%) $5,000,001 - $10,000,000: 0.50% (PWC, TFS Programs; RPM Program next $5,000,000 at 0.50%) $10,000,001+: 0.40% (RPM Program); 0.50% (PWC, TFS Programs) $0 - $250,000: 2.00% (GPS Premier separately managed equity accounts) $250,001 - $500,000: 1.75% (GPS Premier equity accounts) $500,001 - $1,000,000: 1.35% (GPS Premier equity accounts) $1,000,001 - $5,000,000: 1.10% (GPS Premier equity accounts) $5,000,001+: 0.90% (GPS Premier equity accounts) $0 - $250,000: 1.50% (GPS Premier fixed income accounts) $250,001 - $500,000: 1.25% (GPS Premier fixed income accounts) $500,001 - $1,000,000: 1.00% (GPS Premier fixed income accounts) $1,000,001 - $5,000,000: 0.85% (GPS Premier fixed income accounts) $5,000,001+: 0.70% (GPS Premier fixed income accounts)

Other

Account minimum: $10,000 minimum for Foundations Program (lowest minimum mentioned); other program minimums vary from $25,000 to $1,000,000 Minimum fee: $1,500 minimum annual account fee for GPS Tailored Fiduciary Solutions (TFS) Program Fee-only: Yes, fee-only advisory compensation disclosed; no commissions charged for advisory services.

Work history

Huntington Investment Company

2017 - Present (9 years)

PNC Bank, N.A.

2012 - 2017 (5 years)

PNC investments

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Lauri M

Series 66

Medina, OH

Edward Jones

Divorce financial planning Stock option exercise strategy General estate planning guidance Retirement income strategy

Nicholas D

Series 63, Series 66

Medina, OH

Fidelity

Nicholas DePalma is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He builds relationships with clients to understand their unique situations, enabling him to co-create financial plans that help clients work towards their overall financial goals. Nicholas has a progressive career at Fidelity Investments, having held roles including Investment Consultant (2020-2022), Relationship Manager (2019-2020), Investor Center Financial Representative (2018-2019), Investment Solutions Representative (2017-2018), and Financial Representative (2016-2017). This experience has provided him with a comprehensive understanding of investment and financial advisory services. Outside of his professional work, Nicholas enjoys baseball, football, golf, spending time with friends at social events, and caring for his pets.

Wealth management

Courtney W

Series 66

Medina, OH

Fidelity

Courtney Wolf is a Planning Consultant at Fidelity Investments, a position held since 2021. In this role, she focuses on helping clients understand how their financial planning affects their future and legacy, providing them with the knowledge to make informed financial decisions in everyday life. Prior to this, she worked as a Private Client Investment Associate at JP Morgan Chase from 2013 to 2021. Her professional experience encompasses client-focused financial planning and investment advisory services. Courtney's commitment lies in delivering value by enhancing clients' understanding of their financial situations and decision-making processes. Outside of her professional work, Courtney enjoys cooking and baking, participating in social events with friends, listening to music, scuba diving, and volunteering.

General retirement planning Wealth management

Clint N

Series 63, Series 66

Medina, OH

Fidelity

Clint Nethero is a Financial Consultant at Fidelity Investments, a role he has held since 2017. Prior to this, he served in various positions within Fidelity Investments, including Investment Consultant from 2015 to 2016, Relationship Manager from 2014 to 2015, and Financial Representative from 2012 to 2013. In his current role, Clint partners with individuals and families to co-create financial plans that are flexible, easy to understand, and consider multiple outcomes. He aims to build strong relationships with clients to provide dedicated financial support through all life events. Clint holds a California Insurance License, which supports his work in financial consulting and planning. Outside of his professional responsibilities, he enjoys spending time at the beach, engaging in family activities, fishing, reading, and playing soccer and softball.

Wealth management Cash flow / budgeting
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Gregory W

PFS™, Series 63, Series 65

Medina, OH

Gjw Investment Adviser Llc

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James S

Series 63

Seville, OH

Blue Chip Financial Advisors, Inc.

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