Dana Gower
Dana Gower is a registered investment advisor at Millennium Planning Group, LLC, based in Cary, NC, with 21 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 141 clients with $20M 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 | 1.00% |
| $1M+ | 0.35% |
Fees are negotiable. MPG also charges 0.5% annually for 401(k) Retirement Plan Services and 1.00% annually for Portfolio Management for Annuity and Insurance Contracts.
Fee Estimator
Location
Cary, NC
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Regulatory History (1)
Regulatory
August 2013Other Business ActivitiesSells Insurance
Dana provides non-investment counsel, advice, and education as an author and speaker, dedicating about half of their time to these activities. Dana is also an agent for Millennium Insurance, LLC, selling and servicing fixed insurance products, which takes about 10-20% of their time.
Employment History
Current Registrations
Millennium Planning Group, LLC
Previous Registrations
Chariot Advisors
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
Cornerstone Financial Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.