Dana Park is a registered investment advisor at First Family Wealth, based in Murfreesboro, TN. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 137 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
1500 Medical Center Parkway, Suite 3, Murfreesboro, TN, 37129
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
First Family Wealth
State Registrations1 state
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