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
Battle Creek, MI 49015
Credentials
Series 63, Series 65
Industry experience
7 years
Whitney Crabtree is a financial advisor at The Huntington Investment Company with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles at The Huntington National Bank and The Huntington Investment Company since 2016. Prior to her finance career, she was employed at Barnes and Noble and Western Michigan University. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individual, charitable, corporate, and retirement clients with advisory and wrap-fee programs. The firm manages approximately $6.3 billion in assets through a model-driven platform that integrates third-party and proprietary investment strategies, offering specialized services including Private Wealth Consulting and tax-management 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
Battle Creek Riverside, 290 East Columbia Avenue
Battle Creek, MI 49015
Michigan
The Huntington Investment Company
2022 - Present (4 years)
The Huntington National bank
2019 - 2022 (3 years)
The huntington Investment company
2018 - 2022 (4 years)
The Huntington National bank
2016 - 2019 (3 years)
Barnes and Noble
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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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