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Motor City Office
Auburn Hills, MI

Motor City

Call Us: 248-499-8704

Music City Office
Franklin, TN

Music City

Call Us: 615-567-3056

Recognition

 

Joe Budd and Louis Melone have been awarded the Five Star Wealth Manager Award for 2012 through 2018 from Hour Detroit Magazine in Detroit.  Joe and Lou are also featured in Forbes Magazine for winning the Five Star Wealth Manager Star Award.

Five Star Professional conducts market-specific research to identify outstanding service professionals.  

Their research objective is to recognize wealth management professionals who show a commitment to clients, demonstrate strong industry credentials and are                              evaluated on the quality of their current practice.



5 Star Wealth Manager 
2012-2018*


 Forbes Magazine


Hour Detroit Magazine

Who's Who Magazine

Nashville Business Journal

To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.

Eligibility Criteria – Required

  1. Credentialed as an investment adviser representative or a registered investment adviser.
  2. Actively employed as a registered investment adviser representative or as a principal of a registered investmentadviser firm for a minimum of five years.
  3. Favorable regulatory and complaint history review.
  4. Fulfilled their firm review based on internal firm standards.
  5. Accepting new clients.

Evaluation Criteria – Considered

  1. One-year client retention rate.
  2. Five-year client retention rate.
  3. Non-institutional discretionary and/or nondiscretionary client assets administered.
  4. Number of client households served.
  5. Education and professional designations.

Award winners cannot pay a fee to be included in the research or the final list of award recipients.

*Budd-Melone LLC ("Budd-Melone") is a registered investment advisor with the U.S. Securities and Exchange Commission. Securities are offered through LPL Financial, Member FINRA/SIPC. LPL Financial and Budd-Melone are not affiliated. Budd-Melone provides investment advisory and related services for clients nationally.

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2018 Five Star Wealth Managers.