Originally published July 10, 2019
Why Being Ranked Matters
PDS Planning is proud to announce we are once again ranked as one of the Top 10 Central Ohio Fee-Only Financial Advisory firms as put out by Columbus Business First.
Ranked by assets under management, we placed #10 this year, and though we applaud their efforts to recognize firms who provide advice for a fee, we feel it does not tell the entire story. Our industry almost always ranks firms by the amount of client assets they manage, and unfortunately, that is how almost all advisors charge their clients.
At PDS, we’re trying to change the way advisors see clients. Rather than charge them for each additional dollar they save, or be compensated (more) because markets tend to rise over long periods of time, we believe our value is provided by giving sound advice and charging clients for the work we do, not the amount of money they opt to invest. Our job is to enhance our client’s wealth, not our own. As a trusted advisor, when we say we are a fiduciary, we mean it. It’s your life, let’s plan for it – together!
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PDS is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of PDS by any of its clients. ANY QUESTIONS: PDS’ Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
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 any specific investment, strategy, or product or any non-investment related content, made reference to directly or indirectly in this newsletter, will be suitable for your individual situation, or prove successful. This material is distributed by PDS Planning, Inc. and is for information purposes only. Although information has been obtained from and is based upon sources PDS Planning believes to be reliable, we do not guarantee its accuracy. It is provided with the understanding that no fiduciary relationship exists because of this report. Opinions expressed in this report are not necessarily the opinions of PDS Planning and are subject to change without notice. PDS Planning assumes no liability for the interpretation or use of this report. Consultation with a qualified investment advisor is recommended prior to executing any investment strategy. No portion of this publication should be construed as legal or accounting advice. If you are a client of PDS Planning, please remember to contact PDS Planning, Inc., in writing, if there are any changes in your personal/financial situation or investment objectives. All rights reserved.