Farther

Farther Finance Advisors, LLC is a registered investment adviser firm established in July 2019, offering personalized investment advice based on Modern Portfolio Theory. The firm primarily provides discretionary investment management services through a wrap fee program, with annual fees ranging from 0.35% to 1.50% based on account complexity and assets. Farther also offers retirement plan consulting services under ERISA guidelines. Clients can manually adjust their portfolio allocations or use Farther's algorithm for automated rebalancing. The firm does not recommend direct investments in Bitcoin or cryptocurrencies but may suggest exchange-traded securities for exposure. Farther does not engage in performance-based fees, accepts clients such as individuals and trusts, and does not have any disciplinary actions. The firm's investment strategies include long-term and short-term purchases, with a focus on fundamental, technical, and cyclical analysis. Farther may receive support services from custodians like Schwab and Fidelity. Clients are encouraged to review financial plans annually, and Farther does not vote client proxies. The firm maintains financial stability and does not solicit fees far in advance or have a history of bankruptcy. For more details, visit Farther's website at www.farther.com or contact Christopher C. Powers at (628) 246-8004 or [email protected].