Magister Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,455,809
Total clients
21
81% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$1,116,943
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
Financial planning
Portfolio management
Educational seminars or workshops
Business consulting/asset allocation services
Business consulting/asset allocation services
Expertise
Wealth management
Business Financial Management
Occupation focus
Founder/Business Owner
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 location
Magister Wealth
San Antonio TX, United States
Number of offices
1
Most active in
Magister Wealth has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Quick links
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