Magister Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Magister Wealth provides investment advisory and planning services to individuals as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management, asset allocation, financial planning, financial education classes, and business consulting, and generally charges percentage-of-AUM fees while maintaining a stated account minimum that may be waived.
The firm tailors asset-allocation recommendations and portfolio management to each client's objectives, conducting quarterly reviews for allocation accounts and offering standalone hourly financial planning as needed. Clients may participate in either traditional advisory arrangements or the firm's sponsored wrap-fee program, and investments commonly include corporate bonds, mutual funds, ETFs, and select equities.
Noteworthy for a solo independent adviser, Magister Wealth acts as the sponsor and investment manager of its own wrap-fee program—a relatively uncommon arrangement among peers—and also provides financial education seminars and workshops to clients and prospects. The firm additionally offers business consulting and valuation services for small-business owners, and custodies client assets through an institutional platform that the brochure identifies as providing execution and platform services.
Client services
Expertise
Occupation focus
Fee options
0.50% to 1.00% of assets under advisement (asset allocation services)
$100 - $200 per hour (asset allocation services); $100 - $150 per hour (financial planning and business consulting services)
Account minimum: $400,000
Main office
San Antonio TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Magister Wealth · Magister Wealth Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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