Laura Gilman, 2020 Five Star Wealth Manager
August 5, 2020
KCS Wealth Advisory, LLC is proud to announce that Laura Gilman was selected as a 2020 Five Star Wealth Manager award winner. This is the seventh year she has won the award, having previously been selected in 2013, 2014, 2015, 2016, 2018, and 2019. Laura Gilman is featured on the five star professional website, found here. Congratulations, Laura!
*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 an registered investment adviser (RIA) or representative; 2. Actively licensed as an RIA or principal of an RIA firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional – additional information available upon request); 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 and may not be representative of any one client’s experience because award issuer does not track experiences of the investment adviser’s clients. Adviser knows of no unfavorable ratings. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment performance or success. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
3,527 Los Angeles area wealth managers were considered for the award; 158 (4% of candidates) were named 2020 Five Star Wealth Managers. 3,528 Los Angeles area wealth managers were considered for the award; 154 (4 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 2708 considered, 154 winners; 2017: 2351 considered, 287 winners; 2016: 2374 considered, 298 winners; 2015: 3105 considered, 327 winners; 2014: 6088 considered, 340 winners; 2013: 3488 considered, 372 winners; 2012: 1019 considered, 176 winners.