Allen Frederick is a registered investment advisor at Farther, based in Wichita, KS, with 16 years of industry experience. Allen 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
Wichita, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Farther
Previous Registrations
Sequent Planning, LLC
Capital Management Services, INC.
Brokers Financial
Wilshire-Pennington Group, INC.
Bankers & Investors CO.
Brokers International Financial Services, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
Berthel Fisher & Company Financial Services, INC.
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.