Beaird Harris, a Dallas-based Certified Public Accounting and fee-only Wealth Management firm, is pleased to announce that Chase Perry, CFP® was recognized in the February edition of Fortune’s Five Star Wealth Managers Under 40 list for 2022.
Chase joined Beaird Harris’s Wealth Management Team in early 2020 and became a Partner in 2021. He works with high-net-worth individuals and families, leading them through all aspects of the investment management and financial planning process. His areas of expertise include tax efficiency, risk management, asset protection and charitable, trust and estate planning. He routinely meets with clients, advisors, and a myriad of professionals to help coordinate and implement effective planning strategies. Prior to joining Beaird Harris, Chase spent more than a decade with one of the largest financial service firms in the country, Fidelity Investments.
“A Wealth Manager is more than someone who manages portfolios – it is someone who helps clients plan for their future, and their children’s future. The advisor-client relationship is a vital piece of the puzzle, which is why it’s important to find the right Wealth Manager to work with for the long haul,” according to Fortune.
“Chase has been a fantastic asset to the firm and made incredible strides in just the two years he’s been onboard,” said Pat Beaird, Managing Partner of Beaird Harris Wealth Management. “He has quickly made himself an invaluable team member and this recognition by Fortune is a direct result of his commitment to excellence and providing clients financial peace of mind.”
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Beaird Harris Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Beaird Harris Wealth Management by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. A copy of Beaird Harris Wealth Management’s current written disclosure statement discussing advisory services and fees is available here.
In order to consider a broad population of high-quality wealth managers, award candidates are identified by one of three sources: firm nomination, peer nomination or prequalification based on industry standing. Self-nominations are not accepted. Award candidates were identified using internal and external research data. Candidates do not pay a fee to be considered or placed on the final lists of Five Star Wealth Managers; however, Beaird Harris did pay a fee for Chase to be included in the Fortune publication.
Determination of Award Winners
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 4,007 Dallas/Fort Worth-area wealth managers were considered for the award; 323 (8% of candidates) were named 2021 Five Star Wealth Managers.
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