Alan Ford is a registered investment advisor at Farther, based in Lake Oswego,, OR, with 3 years of industry experience. Alan 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
155 B Ave., Suite 100, Lake Oswego,, OR, 97034
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Regulatory History (1)
Criminal
May 2015Employment History
Current Registrations
Farther
Previous Registrations
Cable Hill Partners, LLC
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.