Allison Dunlap is a registered investment advisor at Farther, based in Washington, DC, with 8 years of industry experience. Allison 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
5335 Wisconsin Ave., Suite 440, Washington, DC, 20015
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Employment History
Current Registrations
Farther
Previous Registrations
Harbour Capital Advisors, LLC
Pennington Partners & CO., LLC
Wealthcare Advisory Partners LLC
Family Office Research, LLC
State Registrations1 state
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