Russell G Luce has been honored by Cambridge Who's Who. Read the full article here.
Russell Luce: A winning playbook – read featured article in ProActive Advisor Magazine.
Russell Luce: Financial Planning Preserves Everyday Milestones – read cover story in the IARFC publication.
Russell G. Luce Honored With the 2014 Five Star Wealth Manager Award
Russell G Luce Honored With The 2015 Five star Wealth Manager Award
Russell G Luce Honored with the 2016 Five Star Wealth Manager Award
Russell G Luce Honored with The 2017 Five Star Wealth Mananger Award
Russell G Luce best Practice for Special Needs Planning
This award was issued on 10/1/2022 by Five Star Professional (FSP) for the time period 01/24/2022 through 07/29/2022. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4912 Chicago-area wealth managers were considered for the award; 384 (8% of candidates) were named 2022 Five Star Wealth Managers. 2021: 5635 considered, 382 winners (7%); 2020: 4636 considered, 356 winners (8%); 2019: 5430 considered, 429 winners (8%); 2018: 5449 considered, 435 winners (8%); 2017: 3781 considered, 438 winners (12%); 2016: 3411 considered, 725 winners (21%); 2015: 5833 considered, 716 winners (12%); 2014: 8161 considered, 744 winners (9%); 2013: 3998 considered, 772 winners (19%); 2012: 2970 considered, 780 winners (26%) Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA 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 FSP, 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 FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’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. FSP does not evaluate quality of services provided to clients. The 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 clients’ 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 FSP 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 FSP in the future. Visit www.fivestarprofessional.com.
Financial Planning does not have to be boring. Watch the video below for some info about retirement planning with a little humor mixed in , Dale Irvin is a Former client and was not paid for the video.