Tolleson Wealth Management Named Top Wealth Manager by D Magazine
In its November issue, D Magazine names Tolleson Wealth Management a 2016 Top Wealth Manager.
For this award, D Magazine asked every wealth management firm and team in Dallas‐Fort Worth Chapter of Financial Planning Association®, Chartered Financial Analyst Association®, and the Investment Consultants Association® to describe their practice. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $50 million; average assets under management per client of at least $75,000; a 93 percent client retention rate over the last two years; no current disciplinary action; and at least five years of experience. A panel of esteemed local wealth managers reviewed the final list. To view additional disclosures about rankings, awards and recognition, please click here.
Image source: D Magazine