Broker Check

FIVE STAR Wealth Manager

The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. It includes less than 3% of wealth managers in the Dallas/Fort Worth area reflects those scoring highest in client satisfaction. Please see Five Start Wealth Manager web site for details.  Wealth managers where identified by surveys conducted with 95,000 consumers and 7,250 financial professionals, and evaluated across nine attributes-customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction. Favorable and unfavorable evaluations are included in the score. Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. Wealth managers do not pay a fee to be included in the research or final list. Scores reflect an average of all respondents and may not be representative of any one client's evaluation. Working with a FIVE STAR Wealth Manager does not guarantee investment success
 


The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. It includes less than 3% of 7200 wealth managers in the Dallas area in 2016..



Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification.. Wealth managers were evaluated across ten criteria: (a) Credentialed as an investment advisory representative or a registered investment advisor; (b) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One-year client retention rate; (g) Five-year client retention rate; (h) non-institutional discretionary and/or non-discretionary client assets administered; (i) Number of client households served. (j) Educational and professional designations. Favorable and unfavorable evaluations are included in the score.