Julie Ford
Julie Ford is a registered investment advisor at Pacific Global Investment Management Company, based in Honolulu, HI, with 19 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 127 clients with $87M 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 | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $6.0M | 0.75% |
| $6.0M - $11.0M | 0.65% |
| $11M+ | 0.50% |
Fees are negotiable based on services provided, investment strategy, reporting requirements, and relationship size.
Fee Estimator
Location
Honolulu, HI
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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
Julie is the owner and president of Schweitzer Consulting, a public relations consulting firm, since 2004. This activity is not investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Pacific Global Investment Management Company
Previous Registrations
Pacific Global Investment Management CO
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.
Exams
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