Mitzie Wilson is a registered investment advisor at Farther, based in San Francisco, CA, with 27 years of industry experience. Mitzie 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.
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Mitzie is an author and does speaking engagements and book signings. This takes a few hours per week.
Employment History
Current Registrations
Farther
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Jackson Kohle & CO.Broker
Allstate Financial Services, LLCBroker
Great Northern Financial Securities, INC.Broker
Wm Financial Services, INC.
Wm Financial Services, INC.Broker
AXA Advisors, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
M&t Securities, INC.Broker
Liberty Securities CorporationBroker
State Registrations2 states
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