Advisor at W & S Management Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
W & S Management Services, Inc.
Location
Richmond, VA
Credentials
Series 65
Industry experience
10 years
Nathan Ward is a Series 65-licensed financial advisor with W & S Management Services, Inc. in Richmond, VA, where he has worked since 2015. He has nine years of industry experience. W & S Management Services provides discretionary portfolio management and comprehensive financial planning to individual investors, high-net-worth individuals, trusts, estates, and closely held businesses. The firm emphasizes fundamental analysis and long-term portfolio management, with a distinctive affiliation to a Certified Public Accounting practice that supports coordinated tax and financial planning.
Based on W & S Management Services, Inc.
$0 - $1,000,000: 0.75% per annum $1,000,001 - $4,999,999: 0.60% per annum $5,000,000+: 0.50% per annum
Fees billed hourly for consulting, advising, or planning; specific rates negotiated directly with clients
Performance-based fees used only for a single legacy household account (<1% of AUM); fees calculated annually per client-provided schedule; no new performance-based accounts accepted
Richmond, VA
Virginia
W&S Management Services, Inc
2015 - Present (11 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Series 63, Series 66
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Series 63, Series 66
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Series 63, Series 65
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J. B. Bryan Financial Group, Inc.
Series 63, Series 65
Henrico, VA
Flatiron Wealth Advisors, LLC
CFP®, Series 66
Moseley, VA
Swift Creek Wealth Management
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
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