Leonard Sanford is a CFP, ChFC-designated registered investment advisor at Farther, based in San Francisco, CA, with 24 years of industry experience. Leonard 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.
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
Leonard holds an insurance license to sell limited insurance products, dedicating about 10% of his time to this activity. He is also a managing member of HPCA Services Group, LLC, an entity used for payroll purposes, spending minimal time on this activity.
Employment History
Current Registrations
Farther
Previous Registrations
Denver Pwm, LLC
First Financial Equity CorporationBroker
First Financial Equity Corporation
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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