We’re honored to be recognized as a top advisor by Financial Advisor Magazine. The past year has presented many changes and challenges for RIA’s, and we are proud to be amongst the top. During these times, embracing change is imperative. Our choice to adapt and become a digital forward firm allows us to provide the same first-class service for clients, both locally and internationally, while maintaining our continued growth.
With over 97% of the firms ranked using an Assets Under Management fee structure, we set ourselves apart by having our distinct Performance-Based Fee structure as another favorable option. We thank you for your successful partnerships and continued confidence in our work.
Read the article on the FA rankings here and learn more about our fees here. Disclosures about the FA rankings are at the bottom of this email.
Disclosure: The FA’s top adviser rating ("accolade") is presented for informational purposes only; no warranty is either expressed or implied by its presentation. The accolade may not be representative of actual or specific client experiences and should not be considered an endorsement. Main Street Research LLC (MSR) acknowledges the rating reflects an average of all, or sample of all, of an advisor’s or the firm’s clients and thus may not be representative of any single client’s experience. MSR’s receipt of accolades should not be considered a guarantee of future performance results. MSR is independent and unaffiliated with Financial Advisor magazine and did not pay a fee to be included in the databases and rankings. The ratings are not indicative of future performance. FA’s RIA Ranking is an independent listing produced by Financial Advisor magazine. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $100 million in assets under management as of December 31, 2020, to be included in the print edition of Financial Advisor magazine.