Ken Ford
Warwick, New York, 10990
Member Since 2006
Ford Wealth Management is an exceptional team of dedicated professionals that is focused on helping you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family.
We organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future.
Our mission is to help you make more informed investment decisions; we do this through our professional knowledge, undisputed integrity, and personalized service.
My Location
Background Information
Years of Financial Experience
- 15
Education
- Hartwick College (4)
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee, Commissions (Insurance)
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- LPL Financial
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them semi-annually
- I review my clients' investment portfolios with them monthly and quarterly
Registration & Licensing
- CRD/IARD Number: 2651512
- Securities Registrations: Series 65, Series 63, Series 7
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability
Company Names
- Broker/Dealer: LPL Financial
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Risk Management, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, Hedge Fund, Derivatives, Commodities, Currencies, REITs, Equity, Limited Partnerships, Precious Metals:Bullion
Insurance Products
- Life, Long-Term Care, Disability Income
Visit Website - http://www.fordwealth.com
