MF
MF

Michael Ford

19 Years of Experience
Akron, OH
Broker

Michael Ford is a registered investment advisor at Key Investment Services LLC, based in Akron, OH, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27,533 clients with $6.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
629 advisors
Number of Clients
27,533 clients
Average Client Portfolio
$222K average
Assets Under Management
$6.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$130
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.40%
$1M+1.00%

KIS's program fees are negotiable, but will never exceed the Program Fee schedule. This does not include the Investment Manager or Model Strategist fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3983 Medina Rd., Akron, OH, 44333

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Key Investment Services LLC
August 2022 - Present · 3 yrs 9 mos
Key Investment Services LLCBroker
February 2009 - Present · 17 yrs 3 mos
Previous Registrations
Chase Investment Services CORP.Broker
May 2006 - January 2009 · 2 yrs 8 mos
State Registrations14 states
AZCACOFLIDINNCNYOHOKPASCTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Michael Ford - Financial Advisor | TrueAdvisor