We are pleased to announce that Foster & Motley has been named one of the Top 100 Fee-Only Wealth Managers in the nation by CNBC. CNBC’s Digital Editorial Team, in conjunction with Meridian–IQ (an investment industry marketing and research company), recently named their inaugural list of the Top 100 Fee-Only Wealth Management firms. Foster & Motley was the highest ranked firm in Ohio, Kentucky and Indiana.
Multiple ranking criteria were used, including: assets under management, staff with professional designations such as CFP or CFA, years in business, a strong compliance record, and more.
Click this link for the list and selection criteria: http://www.cnbc.com/id/101619698