Advisor at The huntington Investment company
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The huntington Investment company
Location
Midland, MI 48640
Credentials
CFP®, Series 63, Series 65
Industry experience
17 years
$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)
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.
The Huntington Investment COmpany
2021 - Present (5 years)
Tcf National Bank
2016 - Present (10 years)
Cetera Investment Advisors LLC
2016 - Present (10 years)
Cetera Investment Services Llc
2016 - Present (10 years)
Hantz Financial Services
2008 - 2016 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
Midland, MI
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Series 66
Freeland, MI
Edward Jones
Series 63, Series 66
Saginaw Township, MI
Fidelity
Jake Swartz is a Financial Consultant at Fidelity Investments, where he has been working since 2024. Prior to this role, he held positions at Fidelity Investments as an Investment Consultant from 2023 to 2024 and as a High Net Worth Service Associate from 2022 to 2023. Before joining Fidelity Investments, Jake worked as a Financial Advisor at Equitable Advisors from 2020 to 2022. Jake focuses on client service as the foundation of financial planning relationships. He works closely with clients to understand their individual needs and goals in order to co-create personalized financial plans. He is committed to helping clients develop sound financial plans. Outside of his professional work, Jake enjoys boating, fishing, golf, hiking, outdoor adventures, and spending time with his pets.
CFP®, Series 66
Midland, MI
Edward Jones
CFP®, Series 66
Saginaw, MI
Edward Jones
Series 66
Midland, MI
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