Henry Ford is a registered investment advisor at Lifesteps Financial, based in Claremont, CA, with 22 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 680 clients with $440M 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 $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.45% |
| $15M+ | 0.45% |
Fees are negotiable for accounts over $15,000,000. Some accounts are under different fee schedules honoring prior agreements.
Fee Estimator
Location
250 West First Street, Suite 248, Claremont, CA, 91711
Get directionsHistory
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
Henry serves as a Director for LifeSteps Bank and Trust, offering consultation on business plans, long-term planning, and the credit committee. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Lifesteps Financial
Previous Registrations
Concert Wealth Management, INC.
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
State Registrations3 states
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.