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Sarah Aluise

Advisor at The huntington Investment company

Updated today
The huntington Investment company logo

Firm

The huntington Investment company

Location

Huntington, WV 25701

Credentials

Series 66

Industry experience

13 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

The Huntington Investment Company

2019 - Present (7 years)

Northwestern Mutual Investment Services Llc

2014 - 2019 (5 years)

Wesley H Richardson

2014 - 2019 (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

Dane L

Series 66

Huntington, WV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Doctor or Medical Professional

Leanna C

Series 66

Huntington, WV

Merrill

Leanna Canup is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides investment planning, risk management, and holistic wealth management services for individuals, families, and business owners. Leanna focuses on connecting clients to tailored plans that align with their unique ambitions and financial goals. Born and raised in Danielsville, Georgia, Leanna majored in finance at the University of Georgia. She began her career as a personal banker at Bank of America's UGA campus center before joining Merrill's Huntington office in 2016. Since 2018, she has served as a financial advisor with the Stamm/Canup Team. Leanna holds the Personal Investment Advisor (PIA) designation. Leanna is actively involved in the Huntington community, participating in organizations such as Generation Huntington, the Huntington Regional Chamber of Commerce, the Junior League of Huntington, and the Rotary Club of Huntington. She serves on the boards of the Boys' & Girls' Club of Huntington, The Huntington Museum of Art, and The Huntington Symphony. In her personal time, Leanna owns The Local, a vintage shop in Huntington, and enjoys activities including antiquing, cooking, gardening, golfing, interior decorating, reading, swimming, tennis, and yoga.

Wealth management College savings (529s, UTMA, etc.) Business ownership considerations

Deanna P

Series 66

Ironton, OH

Edward Jones

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer

Hannah S

Series 66

Barboursville, WV

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management

Christopher B

ChFC®, Series 66

Huntington, WV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management General retirement planning Founder/Business Owner

Ann S

Series 66

Huntington, WV

Merrill

Ann Stamm is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is a Personal Investment Advisor (PIA) dedicated to helping clients connect all aspects of their financial lives to prioritize and pursue their most important goals. Ann’s approach involves working closely with clients to develop personalized plans aimed at funding education, managing retirement and healthcare expenses, and achieving long-term family objectives. She focuses on bringing simplicity and transparency to the complexities of investing and wealth planning. Ann holds a Master’s Degree from Marshall University and a Bachelor’s Degree from the University of Missouri System.

College savings (529s, UTMA, etc.) General retirement planning Medicare planning Wealth management
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