John Torrence is a registered investment advisor at Farther, based in Marlton, NJ, with 31 years of industry experience. John 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
270 N. Elmwood Road, Suite H-160, Marlton, NJ, 08053
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John sells fixed insurance, dedicating about 10-20% of his time. He is also a trustee for a non-family related account and the Masso-Torrence Wealth Management 401k.
Employment History
Current Registrations
Farther
Previous Registrations
Masso Torrence Wealth Management INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations1 state
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