David Tupper
David Tupper is a registered investment advisor at Huntington Financial Advisors, based in Traverse City, MI, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 37,298 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Huntington Financial Advisors offers several investment management programs, each with its own fee structure. These programs include:
- Private Wealth Consulting (PWC): Fees are tiered based on the amount invested, plus additional fees paid to Envestnet and potentially third-party managers. Minimum account size is $1,000,000.
- Representative as Portfolio Manager (RPM): Fees are tiered based on the amount invested. Your financial advisor directly manages your account. Minimum account size is $250,000.
- GPS Premier: Fees are tiered based on the amount invested. This is a separately managed account program. Minimum investment is $100,000.
- GPS Total Asset Allocation and Total Multi-Manager: Fees are tiered based on the amount invested. These are unified managed accounts. Minimum investment is $250,000.
- GPS Select: Fees are tiered based on the amount invested. Minimum investment is $50,000.
- GPS Foundations: Fees are tiered based on the amount invested. Minimum investment is $10,000.
- GPS Wrap Strategists: Fees are tiered based on the amount invested. Minimum investment is $25,000.
These fees cover portfolio management, trade execution, and custody services. Additional fees may apply for optional overlay services like tax or impact investing.
Location
625 S Garfield Ave., Traverse City, MI, 49686
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Regulatory History (1)
Customer Dispute
September 2009Other Business Activities
David occasionally helps at his wife's storage business, serves on the board of Grand Traverse Industries and Munson Hospital Foundation, and owns Tups Classics, LLC for buying/selling classic cars. These activities require minimal time commitment and are not investment-related.
Employment History
Current Registrations
Huntington Financial Advisors
The Huntington Investment Company
The Huntington Investment CompanyBroker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Old Kent Financial AdvisorsBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Edward D. Jones & CO., L.P.Broker
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.