Ford Financial Group

Ford Financial Group, LLC is a registered investment adviser based in Fresno, California, established in January 2017. The firm offers discretionary portfolio management services tailored to clients' needs and investment objectives. Clients grant discretionary authority for the firm to manage their accounts, allowing for customized or model portfolio investments. Financial planning services are also available, with fees ranging from $300 to $400 per hour. The firm may recommend third-party money managers or wrap fee programs, charging an annual fee of 0.25% to 2.00% for portfolio management services. The firm primarily advises on equities, mutual funds, and bonds, with a focus on long-term and short-term investment strategies. Clients are not required to have a minimum account size, but the firm reserves the right to terminate accounts deemed too small. Ford Financial Group, LLC does not accept performance-based fees, engage in side-by-side management, or have any disciplinary disclosures. The firm receives economic benefits from LPL Financial, LLC, and may receive non-cash compensation from advisory product sponsors. Clients' privacy is a priority, with policies in place to protect personal information. In case of trade errors, corrective actions are taken to restore accounts. The firm does not handle class action lawsuits for clients.