William Woodruff is a registered investment advisor at Farther, based in Lake Oswego, OR, with 17 years of industry experience. William 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
155 B Ave., Suite 100, Lake Oswego, OR, 97034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a managing director and owns 50% of AI Infrastructure Partners, LLC, a private equity fund business, since September 2024. He dedicates about half of his time to this venture.
Employment History
Current Registrations
Farther
Previous Registrations
Wealthfactor
Bandon Capital Management, LLC
Bas Management, LLC
Beacon Rock Capital Partners LLC
Beacon Alternative Strategies LLC
Beacon Rock Capital, LLC
State Registrations2 states
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