This award was issued on 9/1/24 by Five Star Professional (FSP) for the time period 11/14/23 through 6/10/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3508 Atlanta-area wealth managers were considered for the award; 249 (7% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 3,209, 237, 7.39%, 9/1/23, 11/14/22 - 5/31/23; 2022: 3285, 263, 8%, 9/1/22, 12/13/21 - 6/10/22; 2021: 3254, 265, 8%, 9/1/21, 11/30/20 - 6/25/21; 2020: 3314, 268, 8%, 9/1/20, 12/23/19 - 7/10/20; 2019: 3197, 285, 9%, 9/1/19, 12/10/18 - 7/23/19; 2018: 3248, 287, 9%, 9/1/18, 12/29/17 - 7/24/18; 2017: 2378, 301, 13%, 9/1/17, 12/30/16 - 7/14/17; 2016: 2210, 526, 24%, 8/1/16, 2/4/16 - 7/22/16; 2015: 3620, 546, 15%, 9/1/15, 2/4/15 - 7/22/15; 2014: 4433, 560, 13%, 9/1/14, 2/4/14 - 7/22/14; 2013: 2852, 592, 21%, 9/1/13, 2/4/13 - 7/22/13; 2012: 2660, 607, 23%, 9/1/12, 2/4/12 - 7/22/12.
About UsSix short facts about Benedetti, Gucer & Associates
We are Registered Investment Advisors
Most firms are not. Being an RIA means that we have a legal fiduciary duty to provide suitable investment advice to our clients and to always act in their best interests. But even if we weren’t RIA’s, we’d still do what’s best for our clients. That’s just the way we were brought up.
Fidicuary Investment Management Atlanta, Georgia
We offer investment options not available to most people. Privately traded REIT's purchased at a discount on the secondary market for example. And private equity and activist investor funds for a couple more. Fact is, we offer every investment option the largest firms do and some they don’t. Along with advice that is much more sophisticated than that offered by our competitors. (Our tax planning advice as it pertains to investments is particularly highly valued by clients.)
We “eat our own cooking”. Any investment we recommend to a client is one in which we’ve invested ourselves. We have no incentive to push our own branded products or investments our bankers have underwritten – the way the large financial organizations do. We can afford to be totally objective and recommend what’s right for the client.
We don’t believe in “playing the market”. We believe the stock market is a great place to grow wealth. But not necessarily to create it. Most of our clients have created their wealth through their business, their real estate and their practices. They trust us to protect it and help it grow.
It’s pretty simple, really. We’ve demonstrated to many of our clients that growing wealth is a matter of doing certain simple things right. Simple things that even some of the most successful aren’t doing. We’ll show you what they are.
We aim to do great work for a few good clients. We don’t compete with the big financial organizations on the amount of assets under management or on floor space. And we never will. We temper our growth in order to ensure that the advice and service we provide to each client is superior to that offered by any firm, regardless of size.
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 (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA 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. Visit www.fivestarprofessional.com.
