Christopher Masso
Christopher Masso is a registered investment advisor at Farther, based in San Francisco, CA, with 29 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 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 (1)
Customer Dispute
July 2004Other Business ActivitiesSells Insurance
Christopher sells fixed insurance products, dedicating about 10-20% of his time to this activity. He is also a trustee of the Masso-Torrence Wealth Management 401k retirement plan.
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
Alex. Brown & Sons IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nathan & Lewis Securities, INC.Broker
State Registrations1 state
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.