FIVE STAR Wealth Manager Award

We were honored this month to be recognized by Five Star Professional in San Diego Magazine to be in the top 5% of San Diego based wealth management firms with exceptional customer satisfaction.

The award is offered to a select group of wealth managers from over 11,000 in the San Diego area who score the highest on providing overall client satisfaction. Less than 4 percent of San Diego-based wealth managers receive this honor. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:

1. Credentialed as a registered investment adviser or a registered investment adviser representative;
2. Active as a credentialed professional in the financial services industry for a minimum of 5 years;
3. Favorable regulatory and complaint history review (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 compliant process*);
4. Fulfilled their firm review based on internal standards;
5. Accepting new clients;
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 awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance.