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 primarily based on belongings 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 Seashore, California, whose steerage extends past investments. Blankinship & Foster focuses on working with physicians, retirees, and ladies in transition. Their distinctive wealth administration course of helps purchasers manage and make clear their private funds to realize peace of thoughts. Purchasers 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 achieve their more and more advanced atmosphere. FA focuses on refined planning and funding methods to assist advisors higher serve their prosperous purchasers, in addition to observe 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 “High RIAs” rating: FA’s RIA survey is a rating primarily based on belongings 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 assessment of advisor’s ADV types. To be eligible for the rating, corporations have to 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. Corporations should have a minimum of $500 million in belongings underneath administration as of December 31, 2021, to be included within the print version of Monetary Advisor journal’s 2022 RIA survey. The celebs within the recognition emblem don’t signify any sort of rating or ranking so it shouldn’t be assumed Blankinship & Foster obtained any star ranking. Monetary Advisor’s rating comes without charge to Blankinship & Foster; nevertheless, the agency did pay a licensing charge 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 aren’t any assure of future funding success. Working with a extremely rated advisor doesn’t be certain 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 social gathering sources believed to be dependable, however it isn’t assured. Blankinship & Foster is just not accountable for the implications of any choices or actions taken because 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-about funding recommendation or a suggestion to purchase or promote any securities. There’s a danger of loss from an funding in securities, together with the danger of lack of principal. Several types of investments contain various levels of danger, and there might be no assurance that any particular funding will likely be worthwhile or appropriate for a specific investor’s monetary state of affairs or danger 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 will likely be helpful to any investor or {that a} consumer will expertise a excessive degree of efficiency or optimistic 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-about consultant of anybody consumer’s analysis.
