Timothy Mcneely is a CFP-designated registered investment advisor at Farther, based in San Francisco, CA, with 23 years of industry experience. Timothy 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
No disclosures, customer disputes, or regulatory actions on file.
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Timothy owns a sole proprietorship involved in real estate, education, speaking, publishing, and coaching since 2005. This takes about half of his time, including during securities trading hours.
Employment History
Current Registrations
Farther
Previous Registrations
Strategy Asset Managers L.L.C.
Dynamic Wealth Advisors
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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