DISCLOSURES
Bone Fide Wealth, LLC is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. Listeners should not make any investment decisions based solely on the discussion in this episode. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Bone Fide Wealth, LLC did not compensate the podcast or its producers for participation. The appearance should not be construed as an endorsement or recommendation of the firm by the host or the podcast network.
The third annual “40 Under 40” project spotlights 40 dynamic honorees, all under age 40, who were selected from a pool of approximately 800 nominees by a panel of reporters, editors, and other representatives of InvestmentNews. Winners were chosen based on their level of accomplishment, contribution to the financial advice industry, leadership, and promise for the future. This recognition is not indicative of the advisor’s future performance, and your experience may vary. For more information visit www.investmentnews.com.
Investopedia reviewed more than 500 application submissions from financial advisors to measure their impact and reach across Twitter, LinkedIn, personal and company blogs, and online publishers. Their proprietary ranking considered each applicant’s page rankings, followers, and citations of their work by other advisors, consumers, and the financial media. The advisor’s dedication to educating investors was also a factor. This award is not indicative of advisor’s future performance, and your experience may vary. For more information visitwww.investopedia.com.
The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors1 recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click here for the full methodology2 that Forbes developed in partnership with SHOOK Research.
This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you. 2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.