We are proud to have been named in D Magazine’s 2017 list of “Top Wealth Managers in Dallas” as well as have 6 team members be selected by peers for D Magazine’s “Best Financial Planners in Dallas” list. The financial advisors are Jaime Boyles, CFP®, Richie Lee, CFA, CFP®, Nic Gibson, CFP®, Dana Pingenot, CFP®, CLU, CAP®, Dusty Wallace, CFP®, J.D. and Christie Williams, CFP®. A copy of the full list can be seen in the November issue of D Magazine.
To be considered for the “Top Wealth Manager” list, D Magazine began by asking every wealth management firm in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investment Management Consultants Association about their practice. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $50 million; average assets under management per client of at least $750,000; a 93 percent client retention rate over the last two years; no current disciplinary action; and been in existence for at least five years. They must also hold themselves out as fiduciaries for their clients and provide them with the required DOL fiduciary disclosure. A panel of esteemed local wealth managers reviewed the final list. All numbers were current as of June 12, 2017. Out of the 50 that applied, 25 firms and teams were selected.
For the “Best Financial Planner” list, D Magazine asked Certified Financial Planner™ professionals in the Dallas-Fort Worth Financial Planning Association to cast an online nomination ballot. Financial Planners that received votes from outside of their own firm were counted more than those from within a nominee’s firm. Self-nominations were not considered. Additionally, a local panel of financial planners reviewed the list and only Certified Financial Planner™ were considered.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Lee Financial is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Lee Financial by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Some of these awards may be based on individual achievements and not necessarily the firm as a whole.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Lee Financial), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Lee Financial Company. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Lee Financial is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Lee Financial’s current written disclosure statement discussing our advisory services and fees is available for review upon request.
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