Blankinship & Foster is happy to announce that it has been named one in all America’s High RIAs in Monetary Advisor Journal’s 2022 RIA survey.
Monetary Advisor Journal’s RIA survey is a rating based mostly on property beneath administration at 12 months finish of unbiased RIA companies that file their very own ADV with the SEC. The rating orders companies from largest to smallest, based mostly on data reported to Monetary Advisor Journal by companies 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 steering extends past investments. Blankinship & Foster makes a speciality of working with physicians, retirees, and girls in transition. Their distinctive wealth administration course of helps shoppers arrange and make clear their private funds to realize 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 data and techniques that advisors want to reach their more and more advanced atmosphere. FA focuses on refined planning and funding methods to assist advisors higher serve their prosperous shoppers, in addition to observe administration concepts to assist advisors construct their companies. FA goes in-depth to problem conventional planning knowledge by introducing readers to new approaches to assist them higher counsel shoppers.
Essential Disclosures:
Concerning the “High RIAs” rating: FA’s RIA survey is a rating based mostly on property beneath administration at 12 months finish of unbiased RIA companies that file their very own ADV with the SEC. FA’s RIA rating orders companies from largest to smallest, based mostly on AUM reported on the advisors and verified by overview of advisor’s ADV kinds. To be eligible for the rating, companies 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 shoppers. Companies will need to have not less than $500 million in property beneath 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 characterize any kind of rating or ranking so it shouldn’t be assumed Blankinship & Foster obtained any star ranking. Monetary Advisor’s rating comes for gratis to Blankinship & Foster; nonetheless, the agency did pay a licensing payment to be used of FA’s digital badge. For extra in regards to 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 ranking providers or publications are not any assure of future funding success. Working with a extremely rated advisor doesn’t be certain that a consumer or potential consumer will expertise the next degree of efficiency or outcomes. These rankings shouldn’t be construed as an endorsement of the advisor or by any consumer nor are they consultant of anyone consumer’s analysis. Typically, rankings, rankings, and recognition are based mostly on data ready and submitted by the advisor.
Extra Disclosures:
Sure data was obtained from third get together sources believed to be dependable, however it isn’t assured. Blankinship & Foster is just not chargeable for the implications of any choices or actions taken on account of data supplied on this presentation and doesn’t warrant or assure the accuracy or completeness of the knowledge requested or displayed. The opinions referenced herein are as of the date of publication and are topic to alter with out discover. We’re offering the content material for informational functions solely and it shouldn’t be thought-about funding recommendation or a advice 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 may be no assurance that any particular funding can be worthwhile or appropriate for a selected investor’s monetary state of affairs or threat tolerance.
Third-party rankings and recognition from rankings providers, or publications, are based mostly 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 optimistic returns on their investments. Rankings and rankings shouldn’t be construed as an endorsement of the adviser by any consumer and shouldn’t be thought-about consultant of anyone consumer’s analysis.
