Zoe Financial Awards Disclosures


Awards and recognitions by unaffiliated rating services, companies, 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 the Zoe Financial is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of Zoe Financial or its representatives by any of its clients. Zoe Financial makes no representation that the rating is representative of any one client’s experience. Neither Zoe Financial nor its representatives paid a fee to participate in any survey. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized advisor. Investment performance generally is not a criteria for an award. Moreover, with regard to all performance information contained herein, directly or indirectly, if any, note that past results are not indicative of future results. Please see below for a more detailed description of the criteria used with respect to the awards and recognition granted to Zoe Financial.

Zoe Financial and NerdWallet are not affiliated. NerdWallet’s Best Of award winners are chosen through a rigorous evaluation process involving 43 writers and editors who evaluate each provider across the weighted criteria (Advisor access and credentials (20%)| Account management, planning or subscription fees (20%) | Financial planning capabilities (15%) | Expense ratios on available investments (10%) | Tax strategy, such as tax-loss harvesting, asset location guidance or direct indexing (10%) | Portfolio construction, including investment selection and customization capabilities (10%) | Account or asset minimum (5%) | Customer service, including hours of availability and ease of finding key information on the provider’s website. Does not include advisor access (5%) | Low or no setup or onboarding fees (2%) | Types of accounts managed (2%) | Brokerage options (where accounts are held and whether customers have to move funds to a new custodian to receive management) (1%).

Zoe Financial and FastCompany are not affiliated. Since 2008, Fast Company’s Most Innovative Companies has been the definitive source for recognizing the organizations that are transforming industries and shaping society. Fast Company’s award winners are selected by their editors. Zoe Financial did not compensate NerdWallet for the rating.