First Family Wealth is a registered investment advisor founded in August 2020 and headquartered in Murfreesboro, Tennessee. Led by principal owner Daren Chamblee, First Family Wealth offers personalized investment management, third-party manager selection, and comprehensive financial planning services. The firm builds diversified portfolios using modern portfolio theory, fundamental analysis, and technical analysis, tailoring strategies to each client's specific risk tolerance and goals. Financial planning services are available on a project basis or through ongoing arrangements, covering key areas such as business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goal-setting, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. First Family Wealth serves individuals, high net-worth individuals, and charitable organizations without imposing any minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1M+ | 1.00% |
Fees are negotiable and billed monthly in advance based on the portfolio value as of the last day of the previous month.