Phillip Weinstein is a registered investment advisor at Farther, based in San Francisco, CA, with 19 years of industry experience. Phillip 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
345 California Street, Suite 600, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Philip owns and manages real estate property since 2013. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Farther
Previous Registrations
Edelman Financial Engines
Financial Engines Advisor Center, LLC
The Mutual Fund Store
Chase Investment Services CORP.
Wells Fargo Investments, LLC
Cuso Financial Services, L.P.
State Registrations1 state
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