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
1595 Spring Hill Road, Suite 305, Tysons Corner, VA, 22182
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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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Allison is an advisory board member at Quantum Partners and a board member at Washington Women's Leadership Initiative. These activities are not investment-related and require minimal time.