Ford Financial Fitness (FFF) offers investment management and financial planning services. Investment management involves ongoing advice based on individual client needs, including developing investment policies and managing portfolios. Financial planning covers areas like business planning, cash flow management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax strategies. FFF is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$13M
Clients43
Advisors1
Avg. per Client$310K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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