Farther

Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.

See Disclosures

Firm Start Year

2019

Firm CRD#

302050

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Investment Types

Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Our Office, Email, Your Office, Phone, Video Conference

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

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Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1890518/financialadvisor-farther-finance,-llc-detailed-disclosure

Advisory services provided by Farther Finance Advisors LLC, an SEC-registered investment advisor. The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. For more details, see our disclosures in Form ADV Part 2 and Form CRS.