Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther offers investment management services through a wrap fee 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. Alternatively, Farther may offer services on an hourly basis, ranging up to $1,000 per hour, or on a flat annual fee basis.
Areas of Practice
Advisor Information
Office location
4080 Cavitt Stallman Road, Suite 200, Granite Bay, CA, 95746
Get directionsRegulatory History
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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Giuseppe is a partner at Legacy Capital Management, LLC, which owns his investment advisory practice, dedicating about 10-20% of his time. He also owns rental property since 2014, spending minimal time on it.