David Wood
David Wood is a registered investment advisor at Nexus Wealth Management, LLC, based in Chesapeake, VA, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 46 clients with $7.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nexus Wealth Management charges a percentage of your portfolio each year. The exact percentage depends on your risk tolerance and the amount you invest. The annual fee ranges from 0.75% to 2.00%. Fees may be negotiable. Accounts within the same household may be combined for a reduced fee. If Nexus recommends a third-party investment manager like Orion Portfolio Solutions, you'll pay their fees in addition to Nexus's fees.
Location
1545 Crossways Blvd., Suite 250, Chesapeake, VA, 23320
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Regulatory History (1)
Customer Dispute
October 2015Employment History
Current Registrations
Nexus Wealth Management, LLC
Previous Registrations
Nexus Wealth Management, LLC
Nexus Wealth Management, LLC
Gradient Advisors, LLC
Metlife Securities 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.