Beata Dragovics is a CFP-designated registered investment advisor at Farther, based in Boston, MA, with 23 years of industry experience. Beata 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
20 Park Plaza, Suite 1012, Boston, MA, 02116
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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
Beata sells fixed insurance products as an agent under 'Freedom Trail Financial', dedicating about 10-20% of her time. She is also the sole owner of Freedom Trail Financial and trustee of its 401(k) plan, spending about 10-20% of her time on the former and minimal time on the latter.
Employment History
Current Registrations
Farther
Freedom Trail Financial
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.