How does the advisor help clients – Key Takeaways:
FORD INVESTMENT COUNSEL LLC is a highly reputable financial advisory firm that provides expert guidance and support to its clients. With a team of experienced professionals, they offer a wide range of financial services, catering to both individuals and businesses.
Their top priority is to help clients achieve their financial goals and secure their financial future. They do this by creating customized strategies and solutions that are tailored to each client’s unique needs and circumstances. Through their expert advice and guidance, they assist clients in making informed decisions and smart investments for maximum returns.
Facts and Insights
Founded in 2005, FORD INVESTMENT COUNSEL LLC has over 15 years of experience in the financial industry. With an impeccable track record, they have established a strong reputation for their expertise, integrity, and commitment to their clients.
As a fiduciary, the firm is legally bound to act in the best interest of their clients. This means they have a legal and ethical obligation to ensure that all their recommendations and decisions are solely based on the client’s best interest.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
With half a billion dollars in assets under management, FORD INVESTMENT COUNSEL LLC has the necessary resources and expertise to effectively manage and grow their clients’ wealth. The firm has 10 experienced advisors who work closely with clients to understand their needs and provide personalized financial solutions.
Financial Services Offered
FORD INVESTMENT COUNSEL LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more.
Their team of experts utilizes advanced tools and strategies to analyze market trends and identify potential investment opportunities for their clients. They also provide ongoing monitoring and regular reviews to ensure that their clients’ financial plans are on track and make any necessary adjustments to align with their goals and objectives.
Client Types
FORD INVESTMENT COUNSEL LLC works with a diverse group of clients, including high-net-worth individuals, families, and businesses. They have the knowledge and experience to cater to the unique financial needs and goals of each client, regardless of their background or situation.
Their services are available to clients across the United States, making it convenient for individuals and businesses to access their expert financial advice and services.
Fees & Compensation
FORD INVESTMENT COUNSEL LLC believes in transparency and ensures that their clients understand all fees and charges associated with their services. They offer a fee-only compensation structure, meaning they do not earn commissions or receive any compensation from third-party products or services.
The firm charges a percentage of assets under management as their management fee, and this is typically lower than the industry standard. This compensation structure aligns their interests with their clients and ensures an objective approach to financial management.
Background
FORD INVESTMENT COUNSEL LLC was founded by John Ford, a renowned financial expert with over 30 years of experience in the industry. He leads a team of qualified and experienced professionals who are dedicated to providing top-notch financial advice and services to clients.
The firm has received numerous accolades and recognitions for their exceptional services, including being ranked as one of the Top 100 Independent Financial Advisors by Barron’s in 2020.
Financial Advisor Disclosures to Know
As a registered investment advisor, FORD INVESTMENT COUNSEL LLC is required to disclose any potential conflicts of interest to their clients. This includes any affiliations or partnerships with other financial institutions and any fees or compensation received from third-party products or services.
Additionally, clients are provided with quarterly reports, detailing all transactions, fees, and any other relevant information. This ensures utmost transparency and allows clients to make informed decisions about their investments.
FORD INVESTMENT COUNSEL LLC is committed to providing their clients with the highest level of service and expertise. With their proven track record and client-centered approach, they are an ideal choice for individuals and businesses seeking expert financial guidance and