AT

Amanda Tucker

13 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

Sharpsburg, GA

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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
March 2025 - Present · 10 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2022 - February 2025 · 2 yrs 11 mos
J.P. Morgan Securities LLC Broker
March 2022 - February 2025 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2012 - March 2022 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 2012 - March 2022 · 9 yrs 7 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.
Amanda Tucker - Financial Advisor | AdvisorDiscover