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Recognition

 Joe Budd and Lou Melone have been awarded the Five Star Wealth Manager Award for 2012 through 2019 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 
2012-2019*


 Forbes Magazine


Hour Detroit Magazine

Who's Who Magazine

Nashville Business Journal

Award candidates who satisfy the following 10 objective eligibility and evaluation criteria associated with professional excellence receive the Five Star Investment Professional award.

Eligibility Criteria 

  1. Credentialed with appropriate state or industry licensures.
  2. Actively employed as a credentialed professional in the financial services industry for a minimum of three years.
  3. Favorable regulatory and complaint history review.
  4. Accepting new clients
  5. One-year client retention rate
  1. Five-year client retention rate
  2. Number of client households served
  3. Quality of practice based on recent personal production and performance (primary service specific criteria)
  4. Education and professional designations/industry and board certifications
  5. Pro Bono and community service work

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 2019 Five Star Wealth Managers.

Joe Budd

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Lou Melone

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