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).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $341,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Magister Wealth
Showing 1 - 1 of 1 top financial advisors.
1
David W. Nash
CRD#: 5882986
San Antonio, 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.

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