Farther Finance Advisors provides investment advice through a website and mobile app, as well as in-person meetings. They use Modern Portfolio Theory to maximize returns relative to risk, crafting portfolios based on your financial situation, risk tolerance, and time horizon. Farther offers discretionary investment management services on a wrap fee basis, designed for investors who want investment advice for a reasonable price and without a significant time commitment. They may also provide financial planning and consulting services, but do not assist with implementation unless agreed to in writing.
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.
