CP
CP

Christopher Powers

23 Years of Experience
San Francisco, CA

Christopher Powers is a registered investment advisor at Farther Asset Management, LLC, based in San Francisco, CA, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 665 clients with $290M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
665 clients
Average Client Portfolio
$437K average
Assets Under Management
$290.6M

Fee Structure

Investment management only (planning not offered)

Farther Asset Management (FAM) offers investment management services through a wrap program. The annual program fee ranges from negotiable to 0.50% of the value of your portfolio. This fee includes trade execution, custody, reporting, account maintenance, and investment management. FAM may use tax loss harvesting strategies in taxable accounts. Clients may be responsible for additional fees, such as mutual fund and ETF expenses.

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Location

345 California Street, Suite 600, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Farther Asset Management, LLC
June 2023 - Present · 2 yrs 11 mos
Farther
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Parallel Advisors, LLC
February 2011 - January 2018 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - February 2011 · 1 yr 4 mos
Banc of America Investment Services, INC.
September 2000 - October 2009 · 9 yrs 1 mo
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.