Advisor at LifeSteps Financial
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Marylynn Ford is a Series 65-licensed financial advisor with 14 years of experience at LifeSteps Financial, where she has worked since 2012. She is based in Richland, MO, and is one of three advisors at the firm. LifeSteps Financial serves a diverse client base including individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. The firm employs an ETF-centric investment approach based on Modern Portfolio Theory, with tactical asset allocation and strategic use of cash, and integrates financial planning into its advisory services.
Based on LifeSteps Financial
Based on LifeSteps Financial
$0 - $500,000: 1.50% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% $5,000,001 - $7,500,000: 0.60% $7,500,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.45% $15,000,001+: Negotiable
Minimum fee: $6,000 annually minimum for Bill Payment and Reconciliation Service (negotiable) Fee-only: Yes, fee-only advisory services; no commissions
Richland, MO
California · Missouri
Lifesteps Financial, Inc.
2012 - Present (14 years)
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Other specialized services
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