John Ledford
John Ledford is a CFP-designated registered investment advisor at Fortress Wealth Group, based in Winter Park, FL, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 360 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortress Wealth Group's investment management fees range from 0.75% to 2.00% annually, based on factors like service complexity, assets managed, and the overall client relationship. Fees are paid monthly, in advance, based on the market value of assets at the end of the prior month. Clients may also implement their investment portfolios through Betterment Institutional, which charges an additional wrap fee of up to 0.20% annually, and Fortress charges 1.00% annually on top of that.
Location
1099 W Morse Blvd, Winter Park, FL, 32789
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Regulatory History (2)
Customer Dispute
October 2023Customer Dispute
January 2011Other Business ActivitiesSells Insurance
John owns commercial and rental real estate, some investment-related. He also works as a producer/director for Celebrity Press Publishing and participates in a professional alliance program with McDirmit Davis, and spends about 10% of his time on insurance sales.
Employment History
Current Registrations
Fortress Wealth Group
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Ledford Financial, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Mony Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.