Michael Smith is a registered investment advisor at Farther, based in San Francisco, CA, with 22 years of industry experience. Michael 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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Michael works as a real estate agent for Davidson Realty since 2022, dedicating minimal time to helping buyers and sellers with residential homes. He also operates as a notary public under Michael Smith Notary dba Mike The Notary, spending minimal time on notarization and loan closing services.
Employment History
Current Registrations
Farther
Previous Registrations
Rock Creek Wealth Planners and Advisors LLC
Coliseum Wealth Management, LLC
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Mutual Service Corporation
Mutual Service CorporationBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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.