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Forbes

Posted on: March 8, 2018

Brett Bernstein was ranked #9 in Maryland in the Forbes 2018 Best-In-State Wealth Advisors List. The list spotlights over 2,000 top-performing advisers from across the U.S. who were nominated by their firms. The Forbes ranking of Best-In-State Wealth Advisors, developed by independent SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends,  assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying  client objectives and lack  of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.

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Brett Bernstein was ranked #9 in Maryland in the Forbes 2018 Best-In-State Wealth Advisors List. The list spotlights over 2,000 top-performing advisers from across the U.S. who were nominated by their firms. The Forbes ranking of Best-In-State Wealth Advisors, developed by independent SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends,  assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying  client objectives and lack  of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.