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November 8, 2018 | News & Events

Tolleson Wealth Management Recognized as a 2018 Top Wealth Manager by D Magazine

D Magazine recognized Tolleson Wealth Management as a Top Wealth Manager for 2018 in its latest November issue. The firm is proud to celebrate this recognition in honor of serving clients and their families with all things financial.

This is the fourth year in a row Tolleson Wealth Management has received this award.

D Magazine selected the firms for this award based on total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million, a 95 percent client retention rate over the last two years; and no current disciplinary action. All firms listed for this award must have been in existence for at least five years as of the application deadline (June 13, 2018). The firms must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of local wealth managers reviews the final list and out of the 44 that applied, 24 firms and teams were selected. Tolleson Wealth Management applied for this award and did not pay to participate.

To view additional disclosures about rankings, awards and recognition, please click here.