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.
Location
Danbury, WI
Credentials
Series 63, Series 66
Industry experience
29 years
Ashley Drury is a financial advisor at The Huntington Investment Company with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including LPL Financial and Principal Life Insurance. 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 with discretionary authority to manage investments and offers specialized services such as tax management and impact/ESG overlays.
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
Danbury, WI
Wisconsin
The Huntington Investment Company
2026 - Present (1 year)
Bates Group
2024 - Present (2 years)
EF Legacy Securities, LLC
2024 - 2024 (1 year)
RetireOne, Inc
2024 - 2024 (1 year)
PRINCIpAL LIFE INSURANCE
2022 - 2024 (2 years)
Principal Securities
2022 - 2024 (2 years)
LPL Financial, llc
2012 - 2022 (10 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.
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