David Hultman is a registered investment advisor at Summit Trail Advisors, LLC, based in San Francisco, CA, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 742 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Investment advisory fees range up to 1.50% annually based on asset level, complexity, and overall relationship. Fees are negotiable.
Fee Estimator
Location
44 Montgomery Street, Suite 3060, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David works as a registered representative for Summit Trail Securities, LLC and as an investment advisor for Summit Trail Advisors, LLC. Both roles are investment-related and each takes about a quarter of his time.
Employment History
Current Registrations
Summit Trail Advisors, LLC
Previous Registrations
Summit Trail Securities, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Davidson Investment Advisors, INC.
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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