I would like to thank each of my clients for the opportunity to serve you! While the award is certainly special to me, being included in your lives and trusted as your advisor is what I value so much more
Brownsburg, IN (PRWEB) September 03, 2015
Five Star Professional is pleased to announce Matt Teeple, Teeple Wealth Management, has been chosen as one of Indianapolis’ Five Star Wealth Managers for 2015.
“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,” says Jonathan Wesser, Research Director, Five Star Professional.
Five Star Professional partnered with Indianapolis Monthly to recognize a select group of Indianapolis-area wealth managers who provide quality services to their clients. Matt Teeple will be featured, along with other award winners, in a special section of the October issue.
“I would like to thank each of my clients for the opportunity to serve you. While the award is certainly special to me, being included in your lives and trusted as your advisor is what I value so much more,” says Matt Teeple of Teeple Wealth Management.
The Five Star Wealth Manager award program is the largest and most widely published 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.
“Teeple Wealth Management is a unique and completely independent, 100- percent fee-only boutique advisory firm. We are unique in that we are committed to remaining small by capping the number of clients any one advisor works with so that our service to them is top-notch. While this may not be in our best financial interests, we are certain it's in the best interest of our clients! We also back this service claim up with a money-back guarantee on our fee. We know that many advisors out there have a primary objective to earn a commission and quickly move on to the next sale. We want no part in that. We're in it with our clients for the long term, and everything we do is centered on transparency, building relationships and adding value in the lives of our clients,” says Matt Teeple of Teeple Wealth Management.
Matt Teeple’s Five Star award profile can be viewed here.
About the research process:
Now entering its 13th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States to identify premium service professionals.
Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria, including client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.
Self-nominations are not accepted, and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager's future investment performance. For detailed information on the Five Star Wealth Manager research methodology visit http://www.fivestarprofessional.com.
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. 1,743 Indianapolis wealth managers were considered for the award; 348 (20 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.