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.
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Learn about disclosures →Joseph is an adjunct professor at Golden Gate University since January 2021, spending minimal time teaching students. He is also the founder of Abundance Life Planning since July 2022, dedicating a few hours per week to coaching and teaching workshops.
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