Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
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 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 Five Star Professional or Texas Monthly.
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 Five Star Professional in the future.
Five Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.
