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  Farther Finance Advisors

Farther Finance Advisors

in Investment Advisors from Farther Finance

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Farther Finance Advisors

Unaffiliated

in Investment Advisors from Farther Finance

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Highlights
Minimum Initial Investment N/A
Management Fee 0.35% - 0.8%

Farther Finance Advisors Review

Farther Finance Advisors is founded in 2019 and based in New York, NY.

Farther Finance Advisors Pros & Cons
The Good The Bad
  • Trades in low-cost ETFs.
  • Access to human advisors.
  • Competitive investment expense ratios.
  • No minimum amount to open an account.
  • Tax-loss harvesting not available.
  • Small selection of account types offered.
  • Limited investment options.
Farther Finance Advisors FAQ

What fees does Farther Finance Advisors charge?

Farther Finance Advisors Fees
Description
Monthly Fee $0
Commission Based?
Fee Based?
Management Fee 0.35% - 0.8%

What management fees does Farther Finance Advisors charge?

Farther Finance Advisors charges an annual management fee that starts at 0.35% and ranges up to 0.8%.

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of Farther Finance Advisors?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

Farther Finance Advisors does not charge fees based on an investment expense ratio.

What features does Farther Finance Advisors offer?

Access to human advisors: Robo-advisors are great at keeping costs down and helping investors with modest balances make good investment choices. However, it is also nice to have access to human financial advisors when you need them.

What type of investment accounts and asset classes does Farther Finance Advisors support?

These are the investment options Farther Finance offers its clients.

Investment Choices
Supported Options Unsupported Options
  • Stocks
  • ETFs
  • Options
  • Mutual Funds
  • FOREX
  • Futures
  • Bonds
  • Pink Sheets / OTCBB
  • Real Estate
  • Startups
  • Marketplace Loans
  • International Stocks
  • Cryptocurrencies

What is the minimum amount you have to invest to open an account with Farther Finance Advisors?

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Message From Farther Finance Advisors

Farther Finance is the first digital family office. Farther pairs expert advisors with intelligent technology to manage your entire financial life in one place. Whether you are selling your company, executing stock options, or thinking about how to pass on wealth to the next generation, your Farther advisor is there to help you manage all aspects of your wealth. Schedule a free call with a financial advisor to learn more and find out if Farther is right for you.

Contact

Hours of Operation

  • Sunday Closed
  • Monday 9:00am - 5:00pm
  • Tuesday 9:00am - 5:00pm
  • Wednesday 9:00am - 5:00pm
  • Thursday 9:00am - 5:00pm
  • Friday 9:00am - 5:00pm
  • Saturday Closed

About Farther Finance Advisors

Feature Breakdown

Monthly Fee $0
Management Fee 0.35% - 0.8%
Investment Choices
  • Stocks
  • ETFs
Investment Features Access to human advisors

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