Casey Jordan is a registered investment advisor at Farther, based in Needham, MA, with 18 years of industry experience. Casey 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
175 Highland Ave, Suite 304, Needham, MA, 02494
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Farther
Previous Registrations
Commonwealth Financial NetworkBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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