Joshua Dvorak is a CFP-designated registered investment advisor at Farther, based in Round Rock, TX, with 11 years of industry experience. Joshua 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
Round Rock, TX
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Regulatory History (1)
Employment Separation After Allegations
April 2016Employment History
Current Registrations
Farther
Previous Registrations
Austin Private Wealth, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
J.P. Morgan Securities LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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.