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![Americas top RIAs 2023 badge](https://www.bfadvisors.com/wp-content/uploads/2023/09/2023-FA-Americas-Top-Advisor-2023.png)
Blankinship & Foster is happy to announce that it has been named certainly one of America’s High RIAs in Monetary Advisor Journal’s 2023 RIA survey. The agency was beforehand named certainly one of America’s High RIAs in Monetary Advisor Journal’s 2022 RIA survey.
Monetary Advisor Journal’s RIA survey is a rating based mostly on belongings underneath 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 info reported to Monetary Advisor Journal by companies that voluntarily full and submit FA’s survey. Learn extra at: https://www.fa-mag.com/c2590.
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 focuses on working with physicians, retirees, and women 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 achieve their more and more complicated setting. FA focuses on subtle planning and funding methods to assist advisors higher serve their prosperous purchasers, in addition to apply 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 purchasers.
Necessary Disclosures:
In regards to the “High RIAs” rating: FA’s RIA survey is a rating based mostly on belongings underneath 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 assessment of advisor’s ADV types. To be eligible for the rating, companies 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 will need to have at the very least $500 million in belongings underneath administration as of December 31, 2022, to be included within the print version of Monetary Advisor journal’s 2023 RIA survey. The celebrities within the recognition emblem don’t symbolize any kind of rating or ranking so it shouldn’t be assumed Blankinship & Foster acquired any star ranking. Monetary Advisor’s rating comes for free of charge to Blankinship & Foster; nonetheless, the agency did pay a licensing price to be used of FA’s digital badge.
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 the next 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 based mostly on info ready and submitted by the advisor.
Further Disclosures:
Sure info was obtained from third social gathering sources believed to be dependable, however it isn’t assured. Blankinship & Foster isn’t chargeable for the results of any choices or actions taken because of info 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 of funding recommendation or a advice 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. Various kinds of investments contain various levels of danger, and there might be no assurance that any particular funding can be worthwhile or appropriate for a selected investor’s monetary state of affairs or danger tolerance.
Third-party rankings and recognition from scores 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 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.
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