Nathan Brown is a CFP, ChFC-designated registered investment advisor at Farther, based in Beaverton, OR, with 9 years of industry experience. Nathan 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
Beaverton, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan is the founder of End Gov't Tips, creating financial and tax education content. He also serves as CFO for Synergy India Ventures and founder of B&L Advisory, dedicating a few hours per week to each.
Employment History
Current Registrations
Farther
Previous Registrations
My Personal Cfo, LLC
Kimsa Asset Management LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
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.