William Ford is a CFP-designated registered investment advisor at Dividend Assets Capital, LLC, based in Ridgeland, SC, with 27 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 425 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Location
58 Riverwalk Blvd., Ridgeland, SC, 29936-8126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is a non-voting limited partner in BAJE Group, LLC, his spouse's non-profit consulting business, since October 2023. This activity is not investment-related.
Employment History
Current Registrations
Dividend Assets Capital, LLC
Previous Registrations
American Elm Distribution Partners, LLCBroker
American Century Investment Services INC.Broker
Ogilvie Security Advisors CorporationBroker
Guardian Investor Services LLCBroker
New England SecuritiesBroker
Putnam Mutual Funds CORP.Broker
Calvert Securities CorporationBroker
American Express Service CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.