Ford Investment & Retirement Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,951,441
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Ford Investment & Retirement Management LLC provides discretionary investment management and financial planning services to individuals, including both non-high-net-worth and high-net-worth clients. The firm constructs client portfolios primarily with stocks and ETFs and offers ongoing financial planning and ad-hoc consulting engagements.
The advisor applies a mix of fundamental, technical and charting analysis and emphasizes short-term, actively managed strategies that may involve trading positions held for less than one year; fees are charged as a percentage of assets under management, consistent with common practice in the category. Portfolios may include mutual funds, bonds, cash hedges and, at times, more specialized ETF exposures, with investment decisions implemented through a recommended institutional custody platform.
Distinctive features include a small, single-advisor operation where the principal maintains an unrelated full-time engineering role outside the firm, and an explicit willingness to employ leveraged/inverse and cryptocurrency ETF strategies alongside traditional equity and ETF allocations. The firm also combines discretionary portfolio management with written financial plans and ongoing monthly planning options, an offering mix that is less typical for managers that primarily serve pooled or institutional mandates.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Income planning
Active portfolio management
Tax-loss harvesting
Occupation focus
Engineering Professional
Fee options
Financial planning fixed fees up to $2,500
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
Fee-only: Financial planning fixed fees up to $2,500; ongoing planning fees up to $125 per month
Main office location
Ford Investment & Retirement Management LLC
York PA, United States
Number of offices
1
Most active in
Ford Investment & Retirement Management LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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