James Bauman is a CFP-designated registered investment advisor at Farther, based in Spokane Valley, WA, with 12 years of industry experience. James 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
Spokane Valley, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James owns a triathlon coaching company since 2011, dedicating about 10-20% of his time. He is also an employee at ATT Client Solutions, providing telecommunications support to large corporations, which takes nearly full-time hours.
Employment History
Current Registrations
Farther
Previous Registrations
Optimum Capital Strategies
State Registrations1 state
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