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Alan Lloyd Ford

2 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

155 B Ave., Suite 100, Lake Oswego,, OR, 97034

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Regulatory History (1)
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Criminal
May 2015
Final Disposition
Employment History
Current Registrations
Farther
November 2024 - Present · 1 yr 2 mos
Previous Registrations
Cable Hill Partners, LLC
July 2019 - June 2021 · 1 yr 11 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.
Alan Lloyd Ford - Financial Advisor | AdvisorDiscover