Alan Ford

3 Years of Experience

1 Disclosure

Alan Ford is a registered investment advisor at Farther, based in Lake Oswego,, OR, with 3 years of industry experience. Alan 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.

Farther

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

273 advisors

Number of Clients

8,142 clients

Average Client Portfolio

$924K average

Assets Under Management

$7.5B

Fee Structure

Investment management only (planning not offered)

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.

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Location

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

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History

Regulatory History (1)

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Criminal

May 2015

Final Disposition

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Employment History

Current Registrations

Farther

November 2024 - Present · 1 yr 5 mos

Previous Registrations

Cable Hill Partners, LLC

July 2019 - June 2021 · 1 yr 11 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.