Industry Recognitions Disclosure Statement
Wealth Management/Investment Advisory Firm recognitions are typically received through application to the recognizing entity by the wealth manager. Wealth Management/Investment Advisory Firm recognitions are typically awarded based on Assets under Management, Assets per Client or some similar calculation based on information submitted by the Wealth Management Firm. Some industry recognitions do also take education and experience into consideration. However, the information submitted to the recognizing entity by the Wealth Management firm is not normally verified by the recognizing entity. Wealth Management/Investment Advisory Firm recognitions do not typically take quality of service into consideration and therefore, does not and can not denote or promote any such promise of quality of service by the recognized Wealth Management/Investment Advisory Firm.