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 Alternative Investments, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 14,965 clients with $16B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
14,965 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$16.0B
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
155 B Ave., Suite 100, Lake Oswego,, OR, 97034
Get directionsHistory
Regulatory History (1)
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Criminal
May 2015Final Disposition
Employment History
Current Registrations
Farther
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Cable Hill Partners, LLC
July 2019 - June 2021 · 1 yr 11 mos
State Registrations1 state
OR
Advisor
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
No exam information available for this advisor.