Katherine Fibiger is a CFP-designated registered investment advisor at Farther, based in Westport, CT, with 23 years of industry experience. Katherine 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
8 Wright Street, Suite 107, Westport, CT, 06880
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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
Katherine is a broker for Barnum Brokerage and Ash Brokerage, selling non-variable insurance products, and spends minimal time on each. She also provides investment advisory services through Stratos Wealth Partners, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Farther
Previous Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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