Farther Asset Management (FAM) offers discretionary investment advisory services through its FAM Wrap Program. FAM's algorithm rebalances client portfolios automatically. FAM does not provide financial planning or non-investment consulting services. FAM may recommend investments in private investment funds. FAM uses account aggregation software, which can incorporate client investment assets that are not part of the assets that FAM manages.
Fee Structure
Farther Asset Management (FAM) offers investment management services through a wrap program. The annual program fee ranges from negotiable to 0.50% of the value of your portfolio. This fee includes trade execution, custody, reporting, account maintenance, and investment management. FAM may use tax loss harvesting strategies in taxable accounts. Clients may be responsible for additional fees, such as mutual fund and ETF expenses.