Financial advice backed by a promise.
Our Advisory Satisfaction Promise to you.
Transparent, responsive, and objective. Working with a Huntington advisor is a truly unique experience that places you at the center of everything we do. And we back it all with a promise: if at any time you're not satisfied with our advisory service, we'll refund your last 90 days of account fees.‡
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Here is our promise to you.
Prompt Service
We will be prompt, courteous, and responsive.
Proactive Advice
We will keep you informed regarding your advisory account and check in with you along the way.
Financial Planning
We will work with you to build a customized plan and regularly track your progress.
Transparency
We will be transparent about the fees we charge.
Custom Solutions
We will deliver solutions that fit your needs.
Your Needs First
We don’t offer in-house mutual funds. We will act in your best interest.
Learn about how to plan your financial journey
Advisory Satisfaction Promise FAQs
Answer:
Huntington Private Bank®
We’ll refund the last 90 days of your investment management fees paid for any accounts where we provide investment management services (the “Strategies”) as set forth in your applicable Investment Management Agreement with the Private Bank.
Huntington Financial Advisors®
We’ll refund the last 90 days of your wrap advisory program fees paid for any Advisory Program (the “Programs”). For additional information on wrap fees, please see our Advisory Fees Schedule and Form ADV Part 2A Brochure.
This refund will only be provided one time and only with respect to the Strategies and Programs identified above and will be credited to the affected account. Certain account types, products and services are not covered by the Promise, including: corporate and other business/entity accounts, trust accounts, and brokerage and insurance products, including annuities. For questions about eligibility, please speak to a Huntington Advisor or contact the Huntington Advisory Resource Group at (800) 530-1690.
Answer: 90 days of investment management or advisory fees that are incurred through Huntington’s Strategies and Programs, as outlined above.
The Promise does not include reimbursement for any market-related losses or for any additional fees incurred beyond the Strategies or Programs. The Promise does not include fees for other types of investment accounts and products such as brokerage and insurance or other Huntington Private Bank products and services.
Answer: You may reach out to your Huntington Advisor or contact the Advisory Resource Group at (800) 530-1690.
Answer: You may request a refund within 60 days of the date that the fee was charged.
Answer: You are limited to one request for any one account per customer over the lifetime of our relationship. If you experience an issue involving multiple accounts, the refund will apply to each impacted account at the time you request a refund.
Answer: Huntington is committed to validating the request and crediting the fees within 45 days of initial notification by you.
Answer: No. Our goal is to retain your relationship and your business. We’ll work with you to make things right. That’s why we have the Advisory Satisfaction Promise.
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‡ We'll refund the last 90 days of your Investment Management fees paid for any account where we provide investment management services (the "Strategies") as set forth in your applicable Investment Management Agreement with Huntington Private Bank®. Or, we'll refund the last 90 days of your Wrap Advisory Program fees paid for any Advisory Program (the "Programs"), as more fully described in our Advisory Fee Schedule and Form ADV Part 2A Brochure with Huntington Financial Advisors®. This refund will only be provided one time and only with respect to our advisory services and will be credited to the affected account.
Huntington Financial Advisors® is a federally registered service mark and a trade name under which The Huntington Investment Company offers securities and insurance products and services. The Huntington Investment Company is a registered broker-dealer, member FINRA and SIPC, and a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Huntington Financial Advisors® is a federally registered service mark of Huntington Bancshares Incorporated.
Huntington Private Bank® is a team of professionals dedicated to delivering a full range of wealth and financial services. The team is comprised of Private Bankers, who offer premium banking solutions, Wealth and Investments Management professionals, who provide, among other services, trust and estate administration and portfolio management from The Huntington National Bank, and licensed investment representatives of The Huntington Investment Company, who offer securities and investment advisory services. Huntington Private Bank® is a service mark of Huntington Bancshares Incorporated. The Huntington Investment Company is a wholly-owned subsidiary of Huntington Bancshares Incorporated. Certain insurance products are offered by Huntington Insurance, Inc., a wholly-owned subsidiary of Huntington Bancshares Incorporated, and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc.
Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers. The Huntington National Bank is a wholly-owned subsidiary of Huntington Bancshares Incorporated.