David Kopp
David Kopp is a registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, with 28 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2023Other Business ActivitiesSells Insurance
David is an Investment Advisor Representative for Spire Wealth Management since June 2023. He is also approved for sales of fixed insurance products through Spire Insurance Agency.
Employment History
Current Registrations
Spire Wealth Management, LLC
Spire Securities, LLC
Spire Securities, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations9 states
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.