Scott Ford is a registered investment advisor at Ford Investment & Retirement Management LLC, based in York, PA, with 5 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$2.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2M+0.50%

Fees may be negotiable at the sole discretion of the Advisor.

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

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Scott works as an engineer at Graham Packaging Company since 2019. This activity is not investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Ford Investment & Retirement Management LLC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
PFS Investments INC.Broker
February 2020 - April 2021 · 1 yr 2 mos
State Registrations1 state
PA
Advisor

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.
Scott Ford - Financial Advisor | TrueAdvisor