Michelle Ford
Michelle Ford is a CFP-designated registered investment advisor at Lifelong Advisory CORP, based in Zepher Cove, NV, with 24 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual advisory fee is 1.00% and is negotiable. This fee is separate from Orion Portfolio Solutions and AssetMark fees (0.10% to 1.50%) and strategist/model manager fees (0.05% to 0.60%). Total fees will not exceed 3%.
Fee Estimator
Location
Zepher Cove, NV
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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 ActivitiesSells Insurance
Michelle is an insurance agent at Lifelong Retirement Corp, selling various insurance products and soliciting premium financing for life insurance. She also serves as a board member and CE instructor for Underwriters Marketing Service and facilitates 1031 exchange transactions, dedicating about 10-20% of her time to these activities.
Employment History
Current Registrations
Lifelong Advisory CORP
Equity Advisors, LLC
Previous Registrations
Advisory Advocates LLC
Lifelong Retirement CORP
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Affinity Investment Services, LLC
Affinity Investment Services, LLCBroker
Xcu Capital Corporation, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Hoggett Kalas & CO. INC.Broker
State Registrations2 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.