Robert
Ford
Navigate Private Wealth, LLC
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About this Advisor
Robert Ford is a financial advisor who works in Draper, Utah with 6 years of relevant experience. Ford is an advisor for Navigate Private Wealth, LLC. Ford has gained experience at Navigate Private Wealth LLC, Alliance Health and Liberty Mountain. Ford maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Utah. Navigate Private Wealth, LLC is an advisory firm based in Draper, UT. The company has offices in two locations and a total of 17 employees. It administers $339 million in total assets across its 2,059 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 2,059 accounts, just 7% are held by high-net-worth clients who have at least $1 million in investable assets. Navigate Private Wealth, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees charged by Navigate Private Wealth, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Navigate Private Wealth, LLC Brokerage Details
$338,929,515
17
2,059
$164,609
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Robert Ford Work History
Robert has been registered as a financial advisor for 6 years.*
Navigate Private Wealth LLC
Navigate Private Wealth LLC
Alliance Health
Liberty Mountain
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Ford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Navigate Private Wealth, LLC
Draper, UT
Draper, UT
Layton, UT
Draper, UT
Draper, UT
Draper, UT
Draper, UT
Draper, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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