Joseph Matthews is a registered investment advisor at Farther Asset Management, LLC, based in San Francisco, CA, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 665 clients with $290M in assets under management.
Compensation
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Fee Structure
Farther Asset Management (FAM) offers investment management services through a wrap program. The annual program fee ranges from negotiable to 0.50% of the value of your portfolio. This fee includes trade execution, custody, reporting, account maintenance, and investment management. FAM may use tax loss harvesting strategies in taxable accounts. Clients may be responsible for additional fees, such as mutual fund and ETF expenses.
Location
345 California Street, Suite 600, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a co-founder and board member of Essmart Global Inc., a company distributing technology products in Southern India, since 2014. He dedicates minimal time providing strategic advice to the CEO.
Employment History
Current Registrations
Farther Asset Management, LLC
Farther
Previous Registrations
Forusall
State Registrations2 states
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