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Criteria for Five-Star Wealth Manager

2012, 2013, 2014, 2015, 2016 and 2017 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Prior to 2012, award was based on client satisfaction.  Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction.  The overall score is based on an average of all respondents and may not be representative of any one client's experience.