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
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
Evaluation Criteria – Considered
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.