Thomas Gray is a CFA, CFP-designated registered investment advisor at Farther, based in Indianapolis, IN, with 18 years of industry experience. Thomas 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
7040 N College Ave, Indianapolis, IN, 46220-1073
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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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Thomas shares ownership of Montage Investments LLC with two other partners, managing it as an investment club. This activity is not investment-related.
Employment History
Current Registrations
Farther
Ch Douglas & Gray Wealth Management
Previous Registrations
Ch Douglas & Gray, LLC
State Registrations2 states
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