Matthew Remis is a registered investment advisor at Farther, based in North Andover, MA, with 13 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
North Andover, MA
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Regulatory History (3)
Regulatory
March 2021Customer Dispute
November 2020Employment Separation After Allegations
June 2020Other Business Activities
Matthew is involved in several outside activities, including serving on the board of North Andover Youth Baseball, being a founder of Congregation Ahavat Olam, and serving on the Finance Committee for Beth Israel Deaconess. These activities require minimal time commitment and are not investment-related.
Employment History
Current Registrations
Farther
Previous Registrations
New Edge Wealth
Svb Wealth
Morgan StanleyBroker
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.