Crescendo Business Services, as a third-party research
firm, administered a survey, by mail and phone, to 41,000 high-net-worth
households and over 2,000 financial services professionals to evaluate the
approximately 10,000 wealth managers in the St. Louis area (includes Clinton,
Madison, Monroe, and Saint Clair counties – State of Illinois; and Benton,
Crawford, Franklin, Greene, Jefferson, Lincoln, Madison, Saint Charles, Saint
Clair, Saint Louis, and Warren counties – State of Missouri). The evaluation
was based on nine criteria, including customer service, integrity,
knowledge/expertise, communication, value for fee charged, meeting of financial
objectives, post sale service, quality of recommendations, and overall
satisfaction. After review by a panel of local industry experts and a review of
regulatory history, Crescendo determined the final list of 2010
· The
2010 FIVE STAR Wealth Managers do not pay a fee to be included in the research
or the final list of FIVE STAR Wealth Managers.
· Only
wealth managers with five years of experience in the financial services
industry are considered.
· The
overall evaluation score of a wealth manager reflects an average of all
respondents and may not be representative of any one client's experience.
· The
FIVE STAR 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
manager their client's assets.
· The
inclusion of a wealth manager on the
· Please keep in mind that working with a FIVE STAR Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Crescendo in the future. For more information on the FIVE STAR Award and the research/selection methodology, go to: fivestarprofessional.com/wmresearch