Ford Financial Solutions provides financial planning services, including retirement, tax, estate, and college planning. FFS refers clients to third-party asset managers for investment management. Clients work with a financial planner to design, monitor, and update their financial plan. FFS also offers educational seminars and online courses.
Assets Under Management$14M
Clients26
Advisors2
Avg. per Client$550K
Avg. per Advisor$7.2M
Fee Structure
Planning is included in investment management (also available separately)
Ford Financial Solutions does not directly manage investments. Instead, FFS refers clients to third-party asset managers. These outside managers charge their own separate fees, which will be disclosed to you before you hire them. FFS's financial planning fee includes assisting you in selecting an appropriate allocation model, interacting with the outside manager, and reviewing the outside manager.
Loading...