James Thompson is a CFA, CFP-designated registered investment advisor at Farther, based in West Des Moines, IA, with 12 years of industry experience. James 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
6150 Village View Drive, Suite 101, West Des Moines, IA, 50266-5889
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James owns Woodside North LLC, an industrial/storage rental property, spending about 10-20% of his time on cleaning, renting, and accounting duties. He also owns Point Investors LLC, a professional office, dedicating minimal time to it.
Employment History
Current Registrations
Farther
Value Wealth Management LLC
State Registrations1 state
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