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

According to a Vanguard study, working with a financial advisor who adheres to best practices can improve annual returns by as much as 3%. Investors earn return from capital gains, dividends, and interest income generated by their tailored portfolios. For reference: according to historical records, the average annual return from the S&P Index since its inception in 1926 through 2018 is approximately 10%–11%. The average annual return since adopting 500 stocks into the index in 1957 through 2018 is roughly 8%. Adjusted for inflation, the historical average annual return is around 7%. However, it's important to note that each Robo has their own investment strategy that can influence returns.

How Farther makes money

Farther is a fee-only, fiduciary financial advisor. We are compensated based on the assets we manage on our client's behalf. In short, we earn more when we create more value for you. Our fees range from 0.4%-0.8% of those assets under management annually.

Is it Safe?

All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance.

Things to know

  • You make money onDividends + Value
  • 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

Calculate your estimated return to reach your investment goals.

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Amount invested

$106,000

Total fees

$5,153.27

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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