BOSTON, Mass. – Jan. 29, 2019 – ANDREW KYRIACOU of Shrewsbury, MA (AndrewKyriacou.Tips), has been awarded the 2019 Five Star Wealth Manager Award. This marks the fifth straight year that Andrew, a Managing Director at Andersen Tax in Boston, has been given the Five Star Wealth Manager Award.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional),has recognized in the pages of Boston magazine an outstanding group of Boston-area wealth managers. Five Star Wealth Managers are named using an in-depth research methodology that includes ten objective criteria. 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. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.
“I’m extremely pleased to be awarded the 2019 named 2019 Five Star Wealth Managers award for the fifth straight year,” says Andrew Kyriacou. “Recognition like this from an independent third-party firm really makes me feel jazzed – and to received the award for five straight years – that’s a pretty great thing.”
Of the 3,619 Boston area wealth managers that were considered for the award, Andrew Kyriacou was 1 of only 566 (16 percent of candidates) that were named 2019 Five Star Wealth Managers. Andrew’s Five Star Professional profile can be seen here:
Eligibility requirements and criteria for the Five Star Wealth Manager award include: 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.
Five Star Wealth Manager Award Disclaimers:
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.
About Andrew Kyriacou
Andrew Kyriacou is the Managing Director of Andersen Tax, LLC in Boston. He has 22 years experience in helping high net worth individuals grow their wealth.
He’s in charge of Andersen Tax’s strategy and implementation of wealth-transfer planning, investment advisory services, individual income tax planning and compliance, trusts and estates, and charitable giving. Andrew also operates a financial tips website at:
Company Name: AndrewKyriacou.Tips
Contact Person: Andrew Kyriacou
Email: Send Email
Country: United States