DavidNash- Financial Advisor San Antonio, TX

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About David Nash

Magister is a unique financial advisory firm. We educate and empower our clients to make prudent decisions about their personal wealth and business finances. Welcome to Financial Mentorship.SM

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General Information

Firm Start Year

2014

No. of Employees

CRD#

5882986

Firm CRD#

170829

Name of Custodial Firm

Pershing LLC (Shareholders Service Group)

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

David is a CFA^® Charterholder and a CERTIFIED FINANCIAL PLANNER^™ professional. David Founded Magister Wealth in 2014. He served as the 2017 Chairman and 2016 President of the Financial Planning Association (FPA) chapter of San Antonio and South Texas. David's previous financial advisory experience includes both client-facing and back office positions at award-winning independent advisory firms across the country. For Covenant Multifamily Offices, the leading San Antonio-based wealth management firm with $1.3 billion in client assets (as of May 2013), David served as an Advisory Strategist where he was responsible for developing and executing financial planning and investment research projects. Prior to joining Covenant, David was an Associate Portfolio Manager and Financial Planner for 1st Portfolio Wealth Advisors, a wealth management firm serving clients in the greater metropolitan Washington, DC area. At 1st Portfolio, David helped to monitor and trade over $100 million in client accounts, conducted investment research and developed comprehensive financial plans. He also managed and trained staff in the firm's client service and data management best practices.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Risk Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Money Management, Wealth Management, 401K Rollovers

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CFA^®

Securities Licenses

Series 65

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$9,600,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$9,600,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$300,000

Compensation Methods

Based on Assets, Hourly, Flat Fee

Fee % Based on Assets

1% maximum

Hourly Rate

$100-$150

Additional Details on Charges

Asset Management Clients receive ongoing Comprehensive Financial Planning.

Minimum Fee Charged for Managed Accounts

$3,000

Minimum Fee Charged for Hourly Planning Accounts

$1,000 per project

Education

Bachelor of Music - Music

George Mason University
2001 -2004

Certificate in Financial Planning - Financial Planning

Boston University Institute of Finance
2008 -2009

Disclaimer

Magister Wealth Group, LLC, is registered as an investment adviser with the State of Texas and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. The firm is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a clients investment portfolio.

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Paladin Research Report For:

David Nash

Magister Wealth