Advisor at Nexus Wealth Management, LLC
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Firm
Nexus Wealth Management, LLC
Location
Chesapeake, VA 23320
Credentials
Series 63, Series 65
Industry experience
12 years
David Wood is a financial advisor at Nexus Wealth Management, LLC in Chesapeake, VA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been a co-founder and managing partner of Nexus Financial, LLC since 2013, where he is involved in offering insurance services. Nexus Wealth Management provides financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm offers fixed-fee financial plans, ongoing portfolio management, and free educational seminars, employing tailored investment strategies that incorporate fundamental, technical, and cyclical analysis.
Based on Nexus Wealth Management, LLC
Financial planning fixed fees ranging from $1,000 to $10,000
$0 - $500,000: Base fee (based on risk tolerance): Conservative - 1.00% / Moderate - 1.50% / Aggressive - 2.00% $500,001 - $1,000,000: Base fee less 0.15% reduction $1,000,001+: Base fee less 0.25% reduction
Account minimum: $5,000 Fee-only: Financial planning fixed fees ranging from $1,000 to $10,000, based on complexity and scope
1545 Crossways Blvd., Suite 250
Chesapeake, VA 23320
Virginia
Nexus Wealth Management, LLC
2015 - Present (11 years)
Nexus Financial, LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 65
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B. Water Investments
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