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Eric Stockley

Advisor at The huntington Investment company

Updated today
The huntington Investment company logo

Firm

The huntington Investment company

Location

Ravenna, OH 44266

Credentials

Series 66

Industry experience

17 years

About

Eric Stockley is a financial advisor at The Huntington Investment Company with 17 years of industry experience. He holds the Series 66 designation and has been with the firm since 2015. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform combining third-party and proprietary investment models, overseeing approximately $6.3 billion in assets across nearly 400 advisors.

Client services

Based on The huntington Investment company

Portfolio management Selection of other advisers

Expertise

Based on The huntington Investment company

ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting

Fee options

Percentage

$0 - $250,000: 2.00% (GPS Premier Separate Account) $250,001 - $500,000: 1.75% (GPS Premier Separate Account) $500,001 - $1,000,000: 1.50% (GPS Premier Separate Account) $1,000,001 - $2,000,000: 1.35% (GPS Premier Separate Account) $2,000,001 - $5,000,000: 1.10% (GPS Premier Separate Account) $5,000,001+: 0.90% (GPS Premier Separate Account) $0 - $100,000: 1.75% (GPS Total Asset Allocation and Multi-Manager) $100,001 - $250,000: 1.60% (GPS Total Asset Allocation and Multi-Manager) $250,001 - $500,000: 1.45% (GPS Total Asset Allocation and Multi-Manager) $500,001 - $1,000,000: 1.25% (GPS Total Asset Allocation and Multi-Manager) $1,000,001 - $3,000,000: 1.10% (GPS Total Asset Allocation and Multi-Manager) $3,000,001 - $5,000,000: 1.00% (GPS Total Asset Allocation and Multi-Manager) $5,000,001+: 0.85% (GPS Total Asset Allocation and Multi-Manager) $0 - $100,000: 1.50% (GPS Select) $100,001 - $250,000: 1.35% (GPS Select) $250,001 - $500,000: 1.20% (GPS Select) $500,001 - $1,000,000: 1.00% (GPS Select) $1,000,001 - $3,000,000: 0.85% (GPS Select) $3,000,001 - $5,000,000: 0.75% (GPS Select) $5,000,001+: 0.65% (GPS Select) $0 - $100,000: 1.50% (GPS Wrap Strategist) $100,001 - $250,000: 1.35% (GPS Wrap Strategist) $250,001 - $500,000: 1.20% (GPS Wrap Strategist) $500,001 - $1,000,000: 1.00% (GPS Wrap Strategist) $1,000,001 - $3,000,000: 0.85% (GPS Wrap Strategist) $3,000,001 - $5,000,000: 0.75% (GPS Wrap Strategist) $5,000,001+: 0.65% (GPS Wrap Strategist) $0 - $1,000,000: 1.15% (GPS RPM) $1,000,001 - $2,000,000: 1.00% (GPS RPM) $2,000,001 - $5,000,000: 0.75% (GPS RPM) $5,000,001 - $10,000,000: 0.50% (GPS RPM) $10,000,001+: 0.40% (GPS RPM) $0 - $2,000,000: 1.00% (PWC Program) $2,000,001 - $5,000,000: 0.75% (PWC Program) $5,000,001 - $10,000,000: 0.65% (PWC Program) $10,000,001+: 0.50% (PWC Program)

Other

Account minimum: $10,000 Minimum fee: GPS TFS Program minimum annual account fee of $1,500 Fee-only: Wrap fee programs with tiered AUM fees as detailed in fee_tiers

Location

Ravenna Banking Office, 230 West Cedar Street

Ravenna, OH 44266

Most active in

Ohio

Work history

The huntington Investment company

2015 - Present (11 years)

Disclosures

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

Business activities & affiliations

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