Publications

*The 2024 Five Star Wealth Manager Award was issued to Christopher Metkiff by Five Star Professional (FDP) on 11/1/2024 for the period covering 2/13/2024 - 8/30/2024. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment advisor (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser form for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 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. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com.