Magister Wealth is a registered investment advisor offering personalized investment advisory services. These include portfolio management, asset allocation, financial planning, financial education, and business consulting. The firm tailors its services to individual client needs, gathering information about their financial situation and objectives to assist in determining investment goals, risk tolerance, and retirement plan time horizon.
Assets Under Management$21M
Clients23
Advisors1
Avg. per Client$910K
Avg. per Advisor$21M
www.linkedin.com/company/magister-wealth/?viewa... ·www.magisterwealth.com ·www.linkedin.com/in/davewnash
Fee Structure
Minimum Investment:$400K
Planning is included in investment management
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.
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