How does the advisor help clients – Key Takeaways:
Ford Investment & Retirement Management LLC is a trusted financial advisory firm that offers top-notch and personalized services to help clients achieve their financial goals. As a leader in the industry, they have a deep understanding of the financial market and utilize their expertise to provide clients with comprehensive and reliable financial guidance.
Facts and Insights
Founded in 2005, Ford Investment & Retirement Management LLC has been serving clients for over 15 years. As a registered investment advisor, they are held to a fiduciary standard, meaning they are legally obligated to always act in the best interest of their clients. Their team of experienced advisors has a combined experience of over 50 years in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| Over $500 million | 10+ | 15+ years |
Financial Services Offered
Ford Investment & Retirement Management LLC offers a wide range of financial services to individuals, families, and businesses. These include investment management, retirement planning, estate planning, tax planning, college planning, insurance, and more. They take a holistic approach to financial planning, ensuring all aspects of a client’s financial situation are considered for a comprehensive strategy.
Client Types
Ford Investment & Retirement Management LLC serves a diverse client base, including high-net-worth individuals, retirees, and small business owners. They also work with clients of all ages and backgrounds, and are committed to providing personalized services to meet each client’s unique needs and goals.
Fees & Compensation
As a fee-only advisor, Ford Investment & Retirement Management LLC charges a percentage of assets under management as their fee. This fee structure ensures that their interests are aligned with their clients, as they only make money when their clients’ investments grow. They do not receive any commissions or kickbacks for recommending specific investments, eliminating any potential conflicts of interest.
Background
Ford Investment & Retirement Management LLC was founded by John Ford, a seasoned financial advisor with over 25 years of experience in the industry. He holds several professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
As a registered investment advisor, Ford Investment & Retirement Management LLC is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record with no disciplinary actions on their record and are committed to maintaining transparent and ethical practices in their dealings with clients.