Investment Management
Personalized portfolios: Your portfolio will reflect your risk profile and goals you wish to accomplish.
Quarterly rebalancing ensures your accounts remain on target
Accounts available for individuals, small businesses, foundations and trusts
Fees withdrawn from accounts leaving your everyday cash-flow in tact (see fee schedule below)
Comprehensive Wealth Management
Fully comprehensive planning: We’ll develop, implement and monitor a comprehensive financial plan, along with managing your investments. We’ll discuss and plan for everyday spending, debt management, income taxes, education planning, retirement planning, investment management, estate planning, legacy building and charitable giving.
Unlimited access to your financial planner: You’ll be able to contact Ken Ford, AWMA® AIF® (your financial planner) as much as you desire throughout the year.
Online, private portal available: Link your bank and investments accounts to your private portal to view all of your assets, in real-time, in one place. A personal vault for file transfer/storage is also available.
Quarterly rebalancing ensures your accounts remain on target
One fee: The fee deducted from your account will cover all of your services – no check-writing throughout the year required.
FEE SCHEDULE
What is the difference between fee-only financial advisors and full-commission brokers?
Independent, fee-only financial advisors provide customized advisory services for a flat fee, an hourly rate, or a percentage of the assets being managed. This method of compensation means the advisor gets paid for providing professional advice on reaching your goals, not for an activity in your account. Full-commission brokers, on the other hand charge commissions or sales fees based on trading activity or product sales. Financial plans and investment recommendations from full-commission brokers are often product driven, raising conflict of interest issues which is why 90% of our clients are fee-based.
