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
Huntington, WV 25701
Credentials
Series 66
Industry experience
25 years
Terresa Pratt is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 25 years of industry experience. She has been with the firm since 2010. Pratt has served as past president and is a current member of the Greater Huntington Estate Planning Council and is a board member of the Developmental Therapy Center, a nonprofit providing therapy services to individuals with special needs in the Tri-State area. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and offers an open-architecture, model-driven platform with specialized program options and overlay services.
Based on The huntington Investment company
Based on The huntington Investment company
$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)
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
Huntington Office, 919 Fifth Avenue
Huntington, WV 25701
West Virginia
The Huntington Investment Company
2021 - Present (5 years)
The Huntington Investment Company
2010 - 2021 (11 years)
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Broker-dealer / trader
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Bank
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Other specialized services
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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