Judith A. McGee, L.H.D., CFP®, ChFC®, CLU®, Chair/CEO of McGee Wealth Management and Co-Branch Manager, RJFS is pleased to be a part of FT 400 by Financial Times, 2014-2015.
“As the investing world evolves, the needs of investor become more complicated. I have cultivated a culture that focuses on continuing education and advanced technology to stay current and better serve clients,” CEO/Chair Judith McGee explains.
Areas of consideration include assets under management, asset growth, years of experience, industry certification, Financial Industry Regulatory Authority (FINRA) compliance record and online accessibility.
The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2014, roughly 1,500 applications received; 26.6% (400) were selected for the final list. In 2015, roughly 1,400 applications received; 28.5% (400) were selected for the final list. The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through McGee Wealth Management, Inc. McGee Wealth Management, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.
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