This award is a testament to the amazing relationships that I have built with both my clients and my colleagues. When I can help my clients accomplish their financial goals I feel that I have succeeded both personally and professionally.
St. Louis, MO (PRWEB) October 19, 2016
William S. Kallaos Jr., Four Seasons Wealth Management is featured in a special section of the November issue of St. Louis Magazine as a 2016 Five Star Wealth Manager award winner.
“This award is a testament to the amazing relationships that I have built with both my clients and my colleagues. When I can help my clients accomplish their financial goals I feel that I have succeeded both personally and professionally,” said William S. Kallaos Jr. of Four Seasons Wealth Management.
Five Star Professional partnered with St. Louis Magazine to identify and showcase an exclusive group of wealth managers who have demonstrated excellence in their field.
“I’ve been in the financial services business for over 15 years. I focus on asset preservation and income distribution with my clients to help them retire comfortably with financial independence. The three pillars of my business are communication, simplicity and trust. With these pillars at the forefront of my business I feel confident that I can build lasting and successful relationships with my clients,” William S. Kallaos Jr.
The 2016 Five Star Wealth Manager award winners have been carefully selected for their commitment to providing quality services to their clients. The award is based on an in-depth research process incorporating peer and firm feedback with objective criteria such as client retention rates, client assets administered, industry experience and regulatory and complaint history.
“Based on our evaluation, the wealth managers we recognize are committed to pursuing professional excellence and have a deep knowledge of their industry. They strive to provide exemplary care to the people they serve,” stated Dan Zdon, CEO, 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. 1,427 St. Louis wealth managers were considered for the award; 324 (23% 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.