Ford Investment & Retirement Management LLC (FIRM) offers investment advice and financial planning to individuals and high net worth individuals. FIRM manages client investments, primarily in stocks and ETFs, and provides financial planning services covering areas like retirement, education, and insurance needs. FIRM acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $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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