Farther
Assets Under Management
$5.9B
Number of Clients
6,729
Number of Advisors
232
Average Client AUM
$874K
AUM per Advisor
$25.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Farther Finance Advisors provides investment advisory services through a platform designed to help clients achieve financial goals. They offer discretionary investment management on a wrap fee basis, using Modern Portfolio Theory. Clients can use the platform or meet with representatives directly. The annual program fee ranges up to 2.00%, depending on account complexity and assets.
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
Location
575 Market Street, Suite 400, San Francisco, CA, 94105
