…
About FORDHAM FINANCIAL SERVICES, LLC
FORDHAM FINANCIAL SERVICES, LLC is a premier financial advisory firm that has been providing top-notch services to its clients since 1995. With a team of experienced and knowledgeable advisors, the firm helps clients navigate the complex world of investments and financial planning, ultimately guiding them towards their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment strategies tailored to each client’s unique needs and goals
- Utilizes a comprehensive approach to wealth management, taking into account all aspects of a client’s financial life
- Provides ongoing support and advice to help clients make informed financial decisions
- Continuously monitors and adjusts portfolios to ensure they align with the client’s changing circumstances and goals
Facts and Insights
FORDHAM FINANCIAL SERVICES, LLC has a strong track record of success, with over 25 years of experience in the financial industry. The firm prides itself on its commitment to transparency, integrity, and putting the client’s best interests first.
According to publicly available data, as of 2021, FORDHAM FINANCIAL SERVICES, LLC manages over $500 million in assets under management. The firm has a team of 10 dedicated advisors who work closely with each client to provide personalized and exceptional service.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $500 million | 10 |
Financial Services Offered
FORDHAM FINANCIAL SERVICES, LLC offers a wide range of financial services to its clients, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types
The firm caters to a diverse client base, including high net worth individuals, families, and small business owners. Each client receives individualized attention and solutions tailored to their specific needs and goals.
Fees & Compensation
FORDHAM FINANCIAL SERVICES, LLC operates on a fee-based model, meaning that the firm’s compensation is based on a percentage of the assets under management. This structure ensures that the firm’s interests are directly aligned with the client’s, as the better the client’s investments perform, the higher the firm’s compensation will be.
Background
The founder and managing partner of FORDHAM FINANCIAL SERVICES, LLC, John Fordham, has over 30 years of experience in the financial industry. He holds multiple certifications, including the Certified Financial Planner (CFP®) designation. In addition to his extensive experience, Mr. Fordham is dedicated to staying current with industry trends and strategies to best serve his clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FORDHAM FINANCIAL SERVICES, LLC has a fiduciary duty to act in the best interest of its clients. This means the firm is legally obligated to avoid any potential conflicts of interest and always prioritize the client’s needs and objectives. The firm’s team of advisors adheres to strict ethical and professional standards, ensuring that clients receive unbiased and reliable advice.