Ford Investment Counsel offers both discretionary and non-discretionary asset management services. Investment strategies are tailored to individual client goals, risk tolerance, and time horizons. The firm also provides guidance on various financial planning topics, including investments, taxes, retirement, and college planning, at no additional cost.
Assets Under Management$9.8M
Clients10
Advisors1
Avg. per Client$980K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The annual fee is negotiable based upon certain criteria. Bond portfolios have a different fee schedule: First $2,000,000: 0.45%, Subsequent amounts: 0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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