Katherine Ford is a ChFC-designated registered investment advisor at Valor Wealth Group, LLC, based in Ada, MI, with 1 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Fees are negotiable. Third-party separately managed account managers may charge a separate fee of up to 0.68%.
Fee Estimator
Location
7163 Headley St Se, Ste B, Ada, MI, 49301
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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 →Employment History
Current Registrations
Valor Wealth Group, LLC
Previous Registrations
Blue Chip Partners, LLC
Innovia Wealth, LLC
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.
Exams
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