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Congratulations to Stan Alpert for 11 consecutive years from 2012 to 2023 and to Gregg Kaufman for 10 consecutive years from 2013 to 2023 of being presented with the Five Star Wealth Manager Award.
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The Five Star Wealth Manager award was issued on 12/01/2022 by Five Star Professional (FSP) for the time period 3/21/2022 through 10/18/22. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award 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 FSP, 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 FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’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. FSP does not evaluate quality of services provided to clients. The 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 clients’ 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 FSP 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 FSP in the future. 6,606 New Jersey-area wealth managers were considered for the award; 407 (6% of candidates) were named 2023 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
Award issued on 12/1/21 by Five Star Professional (FSP) for the time period 4/12/21 through 10/15/21. 6,380 New Jersey-area wealth managers were considered for the award; 431 (7% of candidates) were named 2022 Five Star Wealth Managers.
Award issued on 12/1/20 by Five Star Professional (FSP) for the time period 3/30/20 through 10/23/20. 6,123 New Jersey-area wealth managers were considered for the award; 459 (7% of candidates) were named 2021 Five Star Wealth Managers.
Award issued on 12/1/19 by Five Star Professional (FSP) for the time period 3/1/19 through 10/16/19. 6,210 New Jersey-area wealth managers were considered for the award; 480 (8% of candidates) were named 2020 Five Star Wealth Managers.
Award issued on 12/1/18 by Five Star Professional (FSP) for the time period 3/21/18 through 10/12/18. 6,097 New Jersey-area wealth managers were considered for the award; 477 (8% of candidates) were named 2019 Five Star Wealth Managers.
Award issued on 12/1/17 by Five Star Professional (FSP) for the time period 2/21/17 through 10/12/17. 4,383 New Jersey-area wealth managers were considered for the award; 415 (9% of candidates) were named 2018 Five Star Wealth Managers.
Award issued on 11/1/16 by Five Star Professional (FSP) for the time period 2/25/16 through 10/7/16. 3,868 New Jersey-area wealth managers were considered for the award; 664 (17% of candidates) were named 2017 Five Star Wealth Managers.
Award issued on 11/1/15 by Five Star Professional (FSP) for the time period 4/15/15 through 10/16/15. 4,143 New Jersey-area wealth managers were considered for the award; 626 (15% of candidates) were named 2016 Five Star Wealth Managers.
Award issued on 12/1/14 by Five Star Professional (FSP) for the time period 4/15/14 through 10/16/14. 5,063 New Jersey-area wealth managers were considered for the award; 672 (13% of candidates) were named 2015 Five Star Wealth Managers.
Award issued on 12/1/13 by Five Star Professional (FSP) for the time period 4/15/13 through 10/16/13. 3,315 New Jersey-area wealth managers were considered for the award; 646 (19% of candidates) were named 2014 Five Star Wealth Managers.
Award issued on 12/1/12 by Five Star Professional (FSP) for the time period 4/15/12 through 10/16/12. 4.049 New Jersey-area wealth managers were considered for the award; 733 (18% of candidates) were named 2013 Five Star Wealth Managers.
Award issued on 12/1/21 by Five Star Professional (FSP) for the time period 4/12/21 through 10/15/21. 6,380 New Jersey-area wealth managers were considered for the award; 431 (7% of candidates) were named 2022 Five Star Wealth Managers.
Award issued on 12/1/20 by Five Star Professional (FSP) for the time period 3/30/20 through 10/23/20. 6,123 New Jersey-area wealth managers were considered for the award; 459 (7% of candidates) were named 2021 Five Star Wealth Managers.
Award issued on 12/1/19 by Five Star Professional (FSP) for the time period 3/1/19 through 10/16/19. 6,210 New Jersey-area wealth managers were considered for the award; 480 (8% of candidates) were named 2020 Five Star Wealth Managers.
Award issued on 12/1/18 by Five Star Professional (FSP) for the time period 3/21/18 through 10/12/18. 6,097 New Jersey-area wealth managers were considered for the award; 477 (8% of candidates) were named 2019 Five Star Wealth Managers.
Award issued on 12/1/17 by Five Star Professional (FSP) for the time period 2/21/17 through 10/12/17. 4,383 New Jersey-area wealth managers were considered for the award; 415 (9% of candidates) were named 2018 Five Star Wealth Managers.
Award issued on 11/1/16 by Five Star Professional (FSP) for the time period 2/25/16 through 10/7/16. 3,868 New Jersey-area wealth managers were considered for the award; 664 (17% of candidates) were named 2017 Five Star Wealth Managers.
Award issued on 11/1/15 by Five Star Professional (FSP) for the time period 4/15/15 through 10/16/15. 4,143 New Jersey-area wealth managers were considered for the award; 626 (15% of candidates) were named 2016 Five Star Wealth Managers.
Award issued on 12/1/14 by Five Star Professional (FSP) for the time period 4/15/14 through 10/16/14. 5,063 New Jersey-area wealth managers were considered for the award; 672 (13% of candidates) were named 2015 Five Star Wealth Managers.
Award issued on 12/1/13 by Five Star Professional (FSP) for the time period 4/15/13 through 10/16/13. 3,315 New Jersey-area wealth managers were considered for the award; 646 (19% of candidates) were named 2014 Five Star Wealth Managers.
Award issued on 12/1/12 by Five Star Professional (FSP) for the time period 4/15/12 through 10/16/12. 4.049 New Jersey-area wealth managers were considered for the award; 733 (18% of candidates) were named 2013 Five Star Wealth Managers.
The [Quantitative Choice / Fundamental Choice / PIM] program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our service. The minimum account size for this program is $50,000.
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