Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther offers discretionary investment management services through its wrap program. The annual program fee is negotiable, up to 2.00%, depending on the complexity of the account, the amount of client assets, and the independent/separately managed accounts utilized. Farther may also offer services on an hourly basis, up to $1,000 per hour, or on a flat annual fee basis. Clients are charged in advance at the beginning of each calendar month based on the value of the account at the end of the previous quarter.
Areas of Practice
Advisor Information
Office location
9696 Culver Blvd Suite 301, Culver City, CA, 90232
Get directionsRegulatory History (1)
Regulatory
February 1995Other Business Activities
Arlie is the Owner, President, and Managing Principal of Fortress Wealth Management, dedicating approximately 60 hours per month to running the firm and advising clients. Arlie also works as a consultant for Sageview Advisory Group, providing advisory services to corporate defined contribution retirement plans, spending about half their time on this role.