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Last Updated: 04/18/2025

Farther Finance Advisors

in Investment Advisors from Farther Finance

Last Updated: 04/18/2025

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Highlights

Minimum Initial Investment

N/A

Management Fee

0.35% - 0.8%
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Farther Finance Advisors Review

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

Farther Finance Advisors Pros & Cons

Farther Finance Advisors FAQ

What fees does Farther Finance Advisors charge?

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.

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

Headquarters

150 Greenwich Street, Suite 2946
New York, NY 10007
(855) 714-6327
Visit Site
Email Support

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

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