Gloria Park is a registered investment advisor at Nest Financial LLC, based in Austin, TX, with 6 years of industry experience. Gloria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 70 clients with $31M 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 $500K | 1.25% |
| $500K - $5.0M | 1.10% |
| $5M+ | 1.00% |
Fees may be negotiable. An estate transfer fee of 3% of the portfolio value is charged upon transfer to beneficiaries, but may be waived or negotiated.
Fee Estimator
Contact
Gloria Park
Location
5540 N Lamar Blvd, Austin, TX, 78756
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gloria owns a retail business selling apparel, inventory, and bookkeeping services in San Antonio, TX. She spends minimal time on this activity.
Employment History
Current Registrations
Nest Financial LLC
State Registrations1 state
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