David Nagy is a registered investment advisor at Srs Wealth Mangement, based in San Diego, CA, 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 Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SRS Wealth Management refers clients to Gradient Investments, LLC, a third-party money manager. The fees for Gradient Investments are as follows:
- Strategic-Tactical-Allocation-Defined Outcome Portfolios: 1.60% annually
- Preservation Portfolios: 1.00% annually
- Private Wealth Portfolios: 1.50% annually
- Client Directed Accounts: $300 annually
SRS Wealth Management receives a portion of these fees as a referral fee. These fees are negotiable.
Location
8787 Complex Drive, Suite 410, San Diego, CA, 92123
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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 →Other Business ActivitiesSells Insurance
David is involved with Successful Solutions, LLC since 2001, focusing on traditional life and health insurance sales. He dedicates a full-time amount of time to this activity, with about half his time spent during securities trading.
Employment History
Current Registrations
Srs Wealth Mangement
State Registrations2 states
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