Whitney-Ann Nash
Whitney-Ann Nash is a registered investment advisor at Nashional Investments, based in Mckinney, TX, with 8 years of industry experience. Whitney-Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 73 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K+ | 0.50% |
Fees are negotiable. 1.00% annual fee for structured notes and non-traded REITs.
Fee Estimator
Location
5900 S Lake Forest, Suite 300, Mckinney, TX, 75070
Get directionsHistory
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
Whitney-Ann is an owner and licensed insurance agent with Nashional Independent Insurance Agency LLC, and a personal lines property and casualty agent for Smith Allen. She is also a Managing Member of Above & Below 1031, LLC and Miller Mae Escrow Services, LLC, dedicating about half her time to Above & Below 1031, LLC and a few hours per week to Miller Mae Escrow Services, LLC.
Employment History
Current Registrations
Nashional Investments
State Registrations2 states
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.