DC
DC

David Crupper

18 Years of Experience
Olathe, KS

David Crupper is a registered investment advisor at Fisher Investments, based in Olathe, KS, with 18 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 199,922 clients with $390B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2683 advisors
Number of Clients
199,922 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$386.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Fisher Investments primarily serves institutional clients. The firm's fee structure varies depending on the investment strategy and the amount invested. Fees are calculated as a percentage of the assets managed. For some strategies, there is also a performance-based fee. Fees may be negotiable for higher asset levels. Fisher Investments also manages retirement plans, with fees up to 0.80% of assets managed.

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Location

Olathe, KS

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Fisher Investments
May 2021 - Present · 5 yrs
Previous Registrations
Delaware Distributors, L.P.Broker
May 2021 - May 2021 · 0 mos
Ivy Distributors, INC.Broker
November 2013 - May 2021 · 7 yrs 6 mos
Waddell & ReedBroker
November 2013 - April 2021 · 7 yrs 5 mos
Waddell & Reed
November 2013 - April 2021 · 7 yrs 5 mos
Ameriprise Financial Services, INC.
February 2012 - November 2013 · 1 yr 9 mos
Ameriprise Financial Services, INC.Broker
February 2012 - November 2013 · 1 yr 9 mos
VALIC Financial Advisors, INC.
March 2011 - February 2012 · 11 mos
VALIC Financial Advisors, INC.Broker
March 2011 - February 2012 · 11 mos
Ameriprise Financial Services, INC.
December 2009 - March 2011 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
December 2009 - March 2011 · 1 yr 3 mos
Ameriprise Financial Services, INC.
October 2009 - October 2009 · 0 mos
Ameriprise Financial Services, INC.Broker
October 2009 - October 2009 · 0 mos
Ameriprise Advisor Services, INC.
October 2007 - October 2009 · 2 yrs
Ameriprise Advisor Services, INC.Broker
September 2007 - October 2009 · 2 yrs 1 mo
State Registrations2 states
KSTX
Advisor

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
No exam information available for this advisor.