Magister Wealth
Magister Wealth (CRD# 170829) is a financial advisory firm headquartered in , . They manage $11,612,348 in 34 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management12MILLION
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Total Number of Accounts34ACCOUNTS
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Average Account Value$341,540
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
TX
David Nash (CRD# 5882986) is an Investment Advisor Representative working at Magister Wealth in San Antonio, TX and has over 12 years of experience in the finance industry. David Nash has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.