Stacey Kirkpatrick is a CFP-designated registered investment advisor at Farther, based in San Francisco, CA, with 3 years of industry experience. Stacey 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
345 California Street, Suite 600, San Francisco, CA, 94104
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Regulatory History (1)
Financial
July 2020Other Business Activities
Stacey is involved with Alicorn Investment Management, Inc as an advisor in a DBA/Support Company. This activity is not investment-related and requires minimal time commitment.
Employment History
Current Registrations
Farther
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
TD Ameritrade, INC.Broker
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.