Ford Investment & Retirement Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and financial planning services to individuals and high‑net‑worth clients, including advice for retirement accounts and rollovers. It offers customized portfolios and ongoing planning engagements, and generally does not impose a formal relationship minimum.
Portfolios are constructed primarily with individual stocks and exchange‑traded funds and are managed using a mix of fundamental, technical and charting analysis. The advisor describes a primarily short‑term focus and may buy, sell or reallocate positions held for less than a year, with the potential use of hedging cash positions and exposure to specialized ETF strategies (including leveraged, inverse and cryptocurrency‑linked ETFs).
Notable features include a relatively small asset base and a sole advisor who maintains full‑time employment outside the advisory practice, which may affect capacity and scheduling. The firm participates on an institutional custody platform that provides technology and other benefits to the advisor, and it permits personal trading subject to written policies and coordinated reviews to address potential conflicts.
Client services
Expertise
Fee options
Fixed fees for financial planning services up to $2,500
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.375%
Ongoing financial planning fees up to $125 per month
Main office
York PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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