David Doppel is a CFA-designated registered investment advisor at Npf Investment Advisors, based in Grand Rapids, MI, with 9 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 3 more. Their firm serves 937 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Exceptions to the fee schedule can be made at NPF’s discretion.
Fee Estimator
Location
40 Pearl St., NW, Suite 500, Grand Rapids, MI, 49503-3026
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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 →Employment History
Current Registrations
Npf Investment Advisors
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
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.