David Hawkins
David Hawkins is a CFP, ChFC-designated registered investment advisor at Huntington Financial Advisors, based in St. Joseph, MI, with 26 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
Saint Joseph Court Place, 720 Pleasant Street, St. Joseph, MI, 49085
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
David is the sole member of D&H Rentals LLC, which buys, sells, and rents real estate. He also works as a real estate appraiser, sales manager, and licensed contractor for D&H Rentals LLC, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Futureshare Financial LLCBroker
Linsco/private Ledger CORP.Broker
Pruco Securities CorporationBroker
State Registrations16 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.