Jon Hodges is a CFP-designated registered investment advisor at Farther, based in Cape Girardeau, MO, with 23 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
1427 Thomas Drive, Suite 14, Cape Girardeau, MO, 63701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon is the managing member of DMH Property Services, LLC, a residential real estate rental business, since 2012. He spends minimal time on rent collection, payables, and repair management.
Employment History
Current Registrations
Farther
Previous Registrations
Anchor Pointe Wealth Management
Financial Planning Advisors, INC.
State Registrations2 states
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