David Ford
David Ford is a registered investment advisor at Blakeslee & Blakeslee Financial Advisers INC., based in San Luis Obispo, CA, with 27 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 727 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.70% |
Fees are negotiable for amounts over $2,000,000. Fees may be reduced by 0.05% for non-wrap accounts.
Fee Estimator
Location
1101 Marsh St., San Luis Obispo, CA, 93401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is registered as an Investment Advisor Representative for Blakeslee & Blakeslee Financial Advisers, offering clients advice or products. This activity does not interfere with his duties at Blakeslee & Blakeslee.
Employment History
Current Registrations
Blakeslee & Blakeslee Financial Advisers INC.
Blakeslee and Blakeslee INC.
Blakeslee and Blakeslee INC.Broker
Previous Registrations
Capital Client Group, INC.Broker
Capital Client Group, INC.
American Century Advisory Services, INC.
American Century Investment Services INC.Broker
Federated Investment Counseling
Federated Securities CORP.Broker
Davis Distributors, LLCBroker
Morgan Stanley Dw INC.Broker
Olde Discount CorporationBroker
State Registrations4 states
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.