David Nash is a CFA, CFP-designated registered investment advisor at Magister Wealth, based in San Antonio, TX, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 23 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Magister Wealth does not offer investment management services outside of its wrap fee program. If you are interested in the wrap fee program, a separate disclosure document will be provided.
Contact
David Nash
Location
San Antonio, TX
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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.
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David is self-employed, providing private music lessons and performances in the evenings and weekends. This activity, which is not investment-related, takes a few hours per week.
Employment History
Current Registrations
Magister Wealth
Previous Registrations
Covenant Multi-Family Offices, LLC
1st Portfolio, INC.
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.
Exams