Bush named in ‘Advisors to Watch’ | News

VALDOSTA — AdvisorHub introduced the official outcomes of its first-ever Advisors to Watch listing and a Valdosta agency is among the many advisors listed.

After combing by means of lots of of candidates, Bush Wealth Administration was named No. 88 for the Prime 100 Quickest Rising Advisors within the nation, firm representatives mentioned in a press release.

AdvisorHub states advisors had been ranked on a 100-point scale in three classes: scale is a operate of property, manufacturing and high quality of service; progress is year-over-year change in property, shoppers and manufacturing; and professionalism contains regulatory report, neighborhood involvement and crew make-up.

The AdvisorHub’s publication of the listing states, “our inaugural ‘Advisors to Watch’ rating is an try to search out high quality within the 99% who’re on their manner in direction of ‘Prime Advisor’ standing. Our method nonetheless considers elementary metrics like property and manufacturing however we counterbalance these metrics with progress. We need to acknowledge growers and movers – advisors who’re actively attracting new shoppers and rising their portfolios.”

“It’s an honor to be acknowledged as one of many quickest rising advisors within the nation. We couldn’t have executed this with out the belief that South Georgia and North Florida has positioned in our crew. It’s humbling to know that we’re offering high tier recommendation, service and experience to our shoppers,” mentioned Kent Patrick, accomplice and wealth advisor with Bush Wealth Administration.

The AdvisorHub 2022 Advisors to Watch rating was created and performed by AdvisorHub. Rating was awarded on Sept. 26; numerical knowledge submitted was primarily based on 2020 and 2021 12 months finish numbers.

Bush Wealth Administration didn’t pay a price to acquire this score, though it did pay a price to make use of the score in its advertising and marketing, firm representatives mentioned.

The related choice standards are: A) seven years of expertise; B) a clear regulatory report (three or fewer complaints with no vital judgments); C) advisor has been with the agency since Jan. 1, 2020 and is in good standing; and D) AUM is above $100M.

Rating standards are divided into three important classes: 1) Scope of follow measured by property, manufacturing and stage of service; 2) progress of follow consisting of 12 months over 12 months progress in property, households and manufacturing; and three) professionalism which incorporates regulatory report, neighborhood service and crew range.