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How does the advisor help clients – Key Takeaways:
Ford Asset Management, LLC is a reputable financial advisory firm that provides expert advice and services to help clients achieve their financial goals. Their team of experienced professionals have extensive knowledge and expertise in the financial industry, making them a top choice for individuals and businesses seeking financial guidance.
Some key takeaways on how Ford Asset Management, LLC can help clients are:
- Expertise in various financial services such as investment management, retirement planning, and estate planning.
- Personalized approach to each client’s financial goals and needs.
- Proven track record of success in managing and growing assets.
- Strong client relationships and communication to ensure clients are informed and involved in their financial decisions.
Facts and Insights
Ford Asset Management, LLC was founded in 2005 and has since grown to become a trusted and respected advisor in the financial industry. In 2020, the firm reported a total of $500 million in assets under management. With a team of 10 advisors, the firm is able to provide individualized attention and services to a diverse client base.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 2005 |
|---|---|
| Total Assets Under Management: | $500 million |
| Number of Advisors: | 10 |
Financial Services Offered
Ford Asset Management, LLC offers a range of financial services to help clients make sound financial decisions and achieve their goals. Some of the services they offer include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
Ford Asset Management, LLC serves a diverse client base that includes individuals, families, and businesses. They work with clients at various stages of their financial journey, from young professionals just starting out to retirees looking to preserve and grow their wealth.
Fees & Compensation
Ford Asset Management, LLC operates on a fee-based compensation structure, meaning their fees are based on a percentage of the assets under their management. This aligns their interests with their clients’ as they are motivated to grow their clients’ assets. The firm is transparent about their fees and will thoroughly explain them to clients before entering into an agreement.
Background
Ford Asset Management, LLC was founded by John Ford, a highly experienced financial advisor with over 25 years of experience in the industry. He is a CFP® (Certified Financial Planner) and a member of the National Association of Personal Financial Advisors (NAPFA). The firm prides itself on its team of dedicated and knowledgeable professionals who are committed to providing exceptional service to clients.
Financial Advisor Disclosures to Know
Ford Asset Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are held to a fiduciary standard, meaning they have a legal obligation to act in their clients’ best interests. This ensures that clients can trust that the firm is acting in their best interests and will always provide honest and ethical advice.
Additionally, it is important for clients to know that Ford Asset Management, LLC may receive compensation from third parties for recommending certain products or services. However, they are committed to disclosing any potential conflicts of interest to clients and always prioritize the clients’ needs above their own.