Michael Joyce is once again a Five Star Wealth Manager Award Winner in 2022! This marks the tenth time that he has been honored with this award. Congratulations to Michael for this industry recognition!
Five Star Wealth Manager Award Criteria
The award is given after Five Star evaluates the following objective criteria:
- Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative
- Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years
- Favorable regulatory and complaint history review
- Fulfilled firm review based on internal standards
- Accepting new clients
- One-year client retention rate
- Five-year client retention rate
- Non-institutional discretionary and/or non-discretionary client assets administered
- Number of client households served
- Education and professional designations