Farther

Farther

5.0

Robo Advisor

Farther is the first digital family office. We’re a team of experienced financial advisors empowered by modern tools to help you grow and protect your wealth. We’re exceptional wealth management designed for your life.

Investment risk

Low

Min investment

$100,000

Target return

8% - 12%

Fees

0.8%

Overview

Farther Finance is a digital family office and wealth management platform that offers personalized financial services and investment advice across a range of different investments, including ETFs, mutual funds, and securities like stocks and bonds. Farther Finance does what traditional family offices do - they manage all the finance and investment needs of their clients. These include investing your money to achieve your financial goals, employing proven strategies to reduce your tax liability and providing expert financial advice. To make their services so accessible and affordable, Farther leverages technology and algorithms to execute the portfolios designed by their financial experts.

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Why Invest

  • Access to an expert financial advisor, not a robo-advisor.
  • Diversified investments such as access to alternatives.
  • In minutes, consolidate all your accounts into a dashboard.

How you make money

They start by setting you up with the right accounts for each goal that you have. This goal-based strategy allows them to tailor portfolios with more nuance and direct savings to where you can reduce your taxes and stretch your dollar farther. Once your structure is in place, they build investment portfolios that match your unique risk profile and the time horizon of your goals. The more risk you’re comfortable with and the longer your time horizon, the higher the expected return profile you should expect. Not only do they strive for diversification within and across asset classes, they do so in tax-advantaged accounts whenever they can and with low-cost, tax-efficient ETFs at the core of most of their strategies. Asset location and tax-loss harvesting round out how they help you keep more of what you earn.

How Farther makes money

Farther is a fee-only, fiduciary financial advisor. They are compensated based on the assets they manage on their client's behalf. In short, they earn more when they create more value for you. Their fees range from 0.35%-0.8% of those assets under management annually.

Is it Safe?

A dedicated advisor will work with you to manage your wealth so you can avoid costly mistakes, uncover wealth-building opportunities, and provide expert advice for life’s more complicated questions. A modern interface gives you full transparency and visibility into where your money is. Pair that with powerful advisory tools, personalized investments, and expert help.

 

Your accounts benefit from Securities Investor Protection Corp (SIPC) insurance carried by their custodian bank, Apex Clearing Corporation. SIPC is a non-profit organization created to protect customers of brokers and dealers from loss in the case of financial failure of that broker or dealer. SIPC insurance covers a loss of up to $500,000 worth of securities for each type of account held at Farther and up to $250,000 in cash. In addition, Apex has acquired excess SIPC insurance to provide an additional $150m in coverage for all of its clients. Farther is a well-capitalized registered investment advisor, but in the unlikely event they were to go out of business, your accounts and investments would be unaffected and would remain safely held at Apex. You could then transfer your funds or keep your accounts there.

Things to know

  • You make money onValue + Dividends
  • Fees0.8%
  • Payout frequencyQuarterly
  • Term of investment60+ months
  • LiquidityEasy
  • Open toAll Investors

Company

  • Country availabilityUS only
  • Assets under managementUnknown
  • Established2019
  • Mobile ApplicationIOS, Android

Investment Return Calculator

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Invested

$106,000

Projected fees

$5,153.27

Projected return

$42,562.20

Value after fees

$148,562.2

Any references to past performance, regarding financial markets or otherwise, do not indicate or guarantee future results.

Forward-looking statements, including without limitations investment outcomes and projections, are hypothetical and educational in nature. The results of any hypothetical projections can and may differ from actual investment results had the strategies been deployed in actual securities accounts.

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