Being recognized as a Five Star Wealth Manager confirms my commitment to my clients, where financial planning is personal, professional and client-centered.
Chicago, IL (PRWEB) October 19, 2016
Five Star Professional is pleased to announce Julie Hupp, Aspire Planning Group, has been chosen as one of Chicago’s Five Star Wealth Managers for 2016.
“Thank you for giving me your confidence to create financial strategies to help you pursue your goals and live fully. Being recognized as a Five Star Wealth Manager confirms my commitment to my clients, where financial planning is personal, professional and client-centered,” said Julie Hupp of Aspire Planning Group.
Five Star Professional partnered with Chicago magazine to recognize a select group of Chicago-area wealth managers who provide quality services to their clients. Julie Hupp is featured, along with other award winners, in a special section of the November issue.
“Although I started out in corporate finance, I realized my passion was helping couples, as well as single women work toward reaching their financial goals, whether it is financial independence, college savings or estate planning. Most recently, I have become a Certified Divorce Financial Analyst to further assist my clients through this major life transition,” said Julie Hupp.
The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in North America. 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.
“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.
“By supporting our clients with personalized financial planning and goal based investment management, we create long-term client relationships with couples and independent women who aspire to live their fullest lives. At Aspire Planning Group, we go beyond traditional planning and investments to also offer our deep expertise in assisting clients through life’s unexpected transitions, like divorce, career change, or loss of a loved one,” said Julie Hupp.
Julie is a registered representation with, and securities offered through, LPL Financial. Member FINRA/SIPC. Investment advice offered through HighPoint Advisor Group, LLC, a registered investment advisor. HighPoint Advisor Group, LLC and Aspire Planning Group are separate entities from LPL Financial.
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. 3,411 Chicago wealth managers were considered for the award; 726 (22 percent of candidates) were named 2016 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.