2019 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 1/1/2020 for the period covering 1/1/2020 - 12/31/2020. 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 firm for a minimum of 5 years; 3) Favorably regulatory and complaint history review; 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 an endorsement or indicative of the future performance of the wealth manager.  A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit: www.fivestarprofessional.com