Boston Magazine teamed up with Crescendo Business Services to identify wealth managers in the Boston area who scored highest in overall satisfaction. Crescendo administered a survey, by mail and phone, to more than 149,000 high-net-worth households. The survey asked recipients to evaluate only wealth managers whom they know through personal experience and to evaluate them based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.
Less than 3 percent of more than 20,000 wealth managers in the Boston area were selected for this elite group. Bernhard Radtke is delighted to receive this award: “I am honoured and thrilled to join this distinctive group of wealth managers. While it recognises outstanding service and value for our existing clients, at the same time it is obligation and encouragement to provide superior investment management and financial planning services to all our clients in the future.”
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BMR Capital Advisors LLC provides customized solutions to its private and institutional clients in the areas of investment management as well as financial planning and consulting. As a fee-only advisory firm BMR Capital Advisors is solely compensated by fees paid by its clients and does not accept or receive compensation from any other source, hereby avoiding potential conflicts of interest.
BMR Capital Advisors LLC is registered as an investment adviser in Massachusetts.