David Plaisance is a registered investment advisor at Farther, based in Asheville, NC, with 15 years of industry experience. David 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
214 Executive Park, Asheville, NC, 28801
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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
David is the Vice President of Business-Estate Underwriters, Inc., providing marketing services and support for life insurance agents. He is also an insurance agent with Massachusetts Mutual Life Insurance Company, selling insurance products and services since 1994.
Employment History
Current Registrations
Farther
Previous Registrations
Waypoint Strategic Advisors
State Registrations1 state
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