Texas Monthly partnered with Crescendo Business Services, an independent research firm, to identify the highest ranking wealth managers in the Dallas/Fort Worth (DFW) area. Crescendo administered the survey via mail and phone to approximately 1 in 4 high-net-worth households within the DFW region (more than 129,5000) , along with 16,000 service industry professionals.
Recipients of the survey were asked to identify wealth managers that they have a personal relationship with and to evaluate them based on nine criteria: customer service, integrity, knowledge/expertise, communications, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.
The resulting list of 2012 FIVE STAR Wealth Managers represents less than 7 percent of the wealth managers in the DFW area. The 2012 list is published in the August issue of Texas Monthly for the DFW community. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.
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