Flexpoint Ford, LLC
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Learn more about Flexpoint Ford, LLC
Overview
Flexpoint Ford, LLC is a financial advisory firm headquartered in Chicago, Illinois. The firm has $8.0 billion in assets over 18 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management (AUM). Flexpoint Ford, LLC has an average-sized team, including 44 financial advisors. Flexpoint Ford, LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like options, bonds and equities.
Flexpoint Ford, LLC administers all of the firm's accounts on a discretionary basis. Discretionary management signifies that transaction decisions for the client's account are made by an investment advisor without needing the client's authorization. Flexpoint Ford, LLC manages an average of $446.5 million for every account. The average advisor at Flexpoint Ford, LLC manages fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The company's central office is at 676 N. Michigan Avenue, Chicago, Illinois 60611-2846. Flexpoint Ford, LLC is allowed to provide services to clients across a number of states, including Illinois and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Flexpoint Ford, LLC by the Numbers
$8.0 billion
57
18
$446.5 million
Fee Structure
A financial advisor's fees largely vary depending on which services are provided. However, fees charged by the firm can include the following fee types: asset-based, performance-based or other. The company does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It provides services to pooled investment vehicles. Out of its 18 customers, Flexpoint Ford, LLC's biggest client is pooled investment vehicles. About 72% of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Flexpoint Ford, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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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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