Jan 12, 2015
About the research process:
Now entering its 12th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals.
Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria including; client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.
For detailed information on the Five Star Wealth Manager research methodology visit http://www.fivestarprofessional.com.