Prime RIA corporations by Monetary Advisor Journal
Blankinship & Foster is happy to announce that it has been named one among America’s Prime RIAs in Monetary Advisor Journal’s 2022 RIA survey.
Monetary Advisor Journal’s RIA survey is a rating primarily based on property underneath administration at 12 months finish of unbiased RIA corporations that file their very own ADV with the SEC. The rating orders corporations from largest to smallest, primarily based on info reported to Monetary Advisor Journal by corporations that voluntarily full and submit FA’s survey. Learn extra at: https://www.fa-mag.com/c2485.
About Blankinship & Foster, LLC
Blankinship & Foster is an unbiased, nationally acknowledged fee-only wealth advisory agency in Solana Seaside, California, whose steerage extends past investments. Blankinship & Foster makes a speciality of working with physicians, retirees, and girls in transition. Their distinctive wealth administration course of helps purchasers manage and make clear their private funds to attain peace of thoughts. Shoppers have benefited from this goal forthright recommendation for over 35 years.
About Monetary Advisor Journal
Monetary Advisor Journal (“FA”) delivers important market info and methods that advisors want to reach their more and more complicated atmosphere. FA focuses on refined planning and funding methods to assist advisors higher serve their prosperous purchasers, in addition to apply administration concepts to assist advisors construct their corporations. FA goes in-depth to problem conventional planning knowledge by introducing readers to new approaches to assist them higher counsel purchasers.
Necessary Disclosures:
Concerning the “Prime RIAs” rating: FA’s RIA survey is a rating primarily based on property underneath administration at 12 months finish of unbiased RIA corporations that file their very own ADV with the SEC. FA’s RIA rating orders corporations from largest to smallest, primarily based on AUM reported on the advisors and verified by evaluation of advisor’s ADV types. To be eligible for the rating, corporations should be unbiased registered funding advisors and file their very own ADV assertion with the SEC and supply monetary planning and associated providers to particular person purchasers. Companies will need to have not less than $500 million in property underneath administration as of December 31, 2021, to be included within the print version of Monetary Advisor journal’s 2022 RIA survey. The celebrities within the recognition emblem don’t signify any sort of rating or score so it shouldn’t be assumed Blankinship & Foster acquired any star score. Monetary Advisor’s rating comes without charge to Blankinship & Foster; nonetheless, the agency did pay a licensing charge to be used of FA’s digital badge. For extra concerning the rating methodology, please go to this hyperlink: http://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/
Third-party rankings and recognition from score providers or publications are not any assure of future funding success. Working with a extremely rated advisor doesn’t be sure that a consumer or potential consumer will expertise a better degree of efficiency or outcomes. These scores shouldn’t be construed as an endorsement of the advisor or by any consumer nor are they consultant of anybody consumer’s analysis. Usually, scores, rankings, and recognition are primarily based on info ready and submitted by the advisor.
Extra Disclosures:
Sure info was obtained from third get together sources believed to be dependable, however it isn’t assured. Blankinship & Foster will not be liable for the implications of any choices or actions taken on account of info offered on this presentation and doesn’t warrant or assure the accuracy or completeness of the data requested or displayed. The opinions referenced herein are as of the date of publication and are topic to vary with out discover. We’re offering the content material for informational functions solely and it shouldn’t be thought of funding recommendation or a suggestion to purchase or promote any securities. There’s a threat of loss from an funding in securities, together with the chance of lack of principal. Various kinds of investments contain various levels of threat, and there might be no assurance that any particular funding can be worthwhile or appropriate for a selected investor’s monetary scenario or threat tolerance.
Third-party rankings and recognition from scores providers, or publications, are primarily based on particular standards and don’t present a assure that the agency’s funding advisory providers can be helpful to any investor or {that a} consumer will expertise a excessive degree of efficiency or constructive returns on their investments. Rankings and scores shouldn’t be construed as an endorsement of the adviser by any consumer and shouldn’t be thought of consultant of anybody consumer’s analysis.
