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Mark Dana Hughes (Tucson)


Mark Dana Hughes is an adviser based in Tucson. It manages $14.5 million of regulatory assets for 104 client accounts. It has been registered with the SEC as an adviser since 2006.

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Mark Dana Hughes provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mark Dana Hughes: assets under management

The assets under management (AUM) of Mark Dana Hughes is $14.5 million. The firm's AUM has gone down by -70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5 million in discretionary accounts and $9.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.24 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $452.38 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mark Dana Hughes for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tucson

The principal office where Mark Dana Hughes performs its advisory services is located at 4549 North Camino Campero, Tucson, AZ 85750, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 520-615-7775 or by fax 520-829-3563. The normal business hours are 7:00am to 3:00pm on Monday - Friday. You can find more information about the New York firm at www.legacyfinancialadvisors.net.


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