Five Star Wealth Manager
Vickie Adams, CFP®, CDFA™
Named Los Angeles Five Star Wealth Manager
Vickie was named a Five Star Wealth Manager in 2016. The Five Star Professional award is presented to wealth managers in more than 45 markets in the U.S. and Canada who score highest in overall satisfaction.
Five Star Professional conducts independent research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction.
The 5 Star Wealth manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise 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.
**The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, 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 customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 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. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. Recipient may have had unfavorable ratings. 3,528 wealth managers in the Los Angeles area were identified; 154 were named 2019 Five Star Wealth Managers