Matthew Ford is a CFA, CFP-designated registered investment advisor at Blackoak Advisors LLC, based in Ankeny, IA, with 3 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fee Estimator
Location
Ankeny, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Blackoak Advisors LLC
Previous Registrations
Blackoak Advisors LLC
State Registrations1 state
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