AB

Andrea L Batey

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
232 advisors
Number of Clients
6,729 clients
Average Client Portfolio
$874K average
Assets Under Management
$5.9B

Fee Structure

Financial Planning:Investment management only
Hourly Rate:Up to $1,000/hr

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
Investment Management
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Advisor Information

Office location

3150 S. National Ave., Springfield, MO, 65807

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Farther
January 2025 - Present · 1 yr
Previous Registrations
Signalpoint Asset Management LLC
September 2013 - January 2025 · 11 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC
June 2009 - September 2013 · 4 yrs 3 mos
Citigroup Global Markets INC.
December 1999 - June 2009 · 9 yrs 6 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
Andrea L Batey - Financial Advisor | AdvisorDiscover