Mission Point Planning and Retirement, a Troy, MI based boutique financial planning firm has announced that Anthony Bucci from has received the 2018 Five Star Wealth Manager award.
Anthony is a repeat winner, also receiving the award most recently in 2011, 2014 and 2017.
“I am humbled to have been chosen as a 2018 award recipient. But these awards are never really about the actual person, but rather is a reflection on our team, their tireless work and their dedication to our clients. At the end of the day, our client’s success is the only real award we care about.”
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. Five Star Professional conducts this research to help consumers with the decision of selecting a service professional in their area. They have partnered with Hour Detroit magazine to recognize these professionals and highlight their achievements.
What does it take to be an award winner?
Award candidates are identified through peer nomination, firm nominations and high potential status based on industry credentials. Self-nominations are not allowed. Qualifying candidates are measured using an in-depth research methodology that focuses on 10 eligibility and e evaluation criteria:
About the Research Process
Candidates for the award are judged on ten eligibility and evaluation criteria that are associated with providing quality services to clients. These criteria include: Industry credentials, experience and assets under management, number of households served, among other factors. Professionals do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Wealth managers are defined as the individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan.
About Mission Point Planning and Retirement
Established in 2013, Mission Point’s dedicated Financial Advisors serve as personal CFO’s for their clients with a special focus on shepherding clients into, and then through retirement. They specialize in providing clients 100% objective, unbiased advice on financial planning including behavioral finance coaching, investment strategies and risk management.
Kariann Gremaud, Client Service Team Leader, Mission Point Planning and Retirement
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Mission Point Planning Group and Securities America are separate companies.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,069 Detroit area wealth managers were considered for the award; 322 (10 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 1,836 considered, 356 winners; 2016: 1,961 considered, 630 winners; 2015: 2,238 considered, 627 winners; 2014: 3,448 considered, 658 winners; 2013: 2,762 considered, 749 winners; 2012: 2,658 considered, 745 winners.
Please click below to download a copy of the full announcement.