Joshua Volgarino is a CFP-designated registered investment advisor at Farther, based in Marion, IA, with 12 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from negotiable up to 2.00% depending on account complexity, asset amount, and independent managers utilized.
Fee Estimator
Location
1375 7th Ave., Marion, IA, 52302
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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 Activities
Joshua owns Volgarino Rental LLC, a rental property business, since 2019. He dedicates about 10-20% of his time to buying and renting out houses.
Employment History
Current Registrations
Farther
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Cwm, LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Northwestern Mutual Investment Services, LLCBroker
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.
Exams
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