I greatly appreciate the confidence and trust that my clients have placed with me. I take this responsibility seriously and strive to be a humble, selfless advocate for them.
Carmel, IN (PRWEB) September 16, 2016
Five Star Professional is pleased to announce Joshua D. Zorger, CFP®, Fortitude Private Wealth, has been chosen as one of Indianapolis’s Five Star Wealth Managers for 2016.
Five Star Professional partnered with Indianapolis Monthly to recognize a select group of Indianapolis-area wealth managers who provide quality services to their clients. Joshua D. Zorger, CFP® is featured, along with other award winners, in a special section of the October issue.
“Fortitude Private Wealth is an independent, privately owned company that provides fully transparent, unbiased financial advice to small business owners and individual investors who want to accomplish a specific goal or solve a problem,” says Joshua D. Zorger, CFP® of Fortitude Private Wealth. “I greatly appreciate the confidence and trust that my clients have placed with me. I take this responsibility seriously and strive to be a humble, selfless advocate for them.”
The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
When asked why he entered the financial services industry, “Someone at a bank tried to sell my grandfather a really terrible annuity. That really lit a fire in me. I was so upset because I knew that transaction would financially help that salesperson and at the same time, put my grandfather in a worse financial position. It was at that point I realized I could really help people and make a difference in this industry,” says Josh.
Josh is a registered representative with, and securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment advisor. Level Four Advisory Services, LLC and Fortitude Private Wealth are separate entities from LPL Financial.
“The research behind this award is extensive with each wealth manager being thoroughly vetted from numerous angles. We are proud to showcase these distinguished professionals,” stated Jonathan Wesser, Research Director, Five Star Professional.
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 (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*); 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. 1,083 Indianapolis wealth managers were considered for the award; 332 (31 percent of candidates) were named Five Star Wealth Managers.
*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
For research methodology information visit http://www.fivestarprofessional.com.