Matthew Coakley is a CFP-designated registered investment advisor at Farther, based in Summerville, SC, with 17 years of industry experience. Matthew 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
10570 Dorchester Rd., Summerville, SC, 29485
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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
Matthew is a 50% partner in Southern Heritage Investments, LLC, involved in personal real estate ownership and investment, dedicating a few hours per week. He is also a member/insurance agent at Rx Insurance Group, LLC, selling insurance products.
Employment History
Current Registrations
Farther
Waypoint Strategic Advisors
Previous Registrations
Strategic Financial Decisions, LLC
State Registrations2 states
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