PHOENIXVILLE - For the third year in a row, Frederick E. Hubler, Jr. was among fewer than 7 percent of the wealth managers in the Philadelphia area to be chosen as a Five Star Wealth Manager. His selection was based on input from both clients and peers.
'In each geographic market the Program is conducted, QMI Research administers a survey, by mail and phone, to approximately 1 in 4 high-net-worth households and all FINRA certification holders. Respondents are asked to name and evaluate up to three wealth managers. Each client respondent is asked to evaluate only wealth managers whom they have worked with and each peer respondent is asked to evaluate only wealth managers whom they know through personal experience. Client respondents evaluate wealth managers on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, whether the wealth manager meets client financial objectives, post sale service, quality of recommendations, and overall satisfaction. Peer respondents evaluate wealth managers based on three criteria: integrity, knowledge/expertise, overall reputation. The questionnaires are structured to make it equally easy for an individual to give negative or positive responses regarding each wealth manager evaluated.' (from www.fivestarprofessional.com)
Hubler's profile will appear in a special section announcing the 2012 Five Star Wealth Managers in Philadelphia Magazine as a resource for more than 517,000 readers.
The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's evaluation. The Five Star Award is not indicative of the wealth manager's future performance. For more information on the Five Star Award and the research/selection methodology, go to: www.fivestarprofessional.com/wmresearch
About Creative Capital Wealth Management Group
Creative Capital Wealth Management Group provides Unique Solutions for Extraordinary Clients. Our mission: Make a significant, positive, financial impact so our clients can live a life of significance.
Securities offered through First Allied Securities, Inc. a Registered Broker/Dealer, Member FINRA/SIPC.
Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Advisor.