Press Release
Zeller Kern Private Wealth Management Inc of Gold River California is named by Wealth Manager Magazine as one of the “Top Wealth Managers” four years in a row.
Zeller Kern Private Wealth Management is a comprehensive wealth advisory firm that provides wealth advisement and asset management for its affluent individual clients, institutions and businesses. Wealth Manager selects their “Top Wealth Manager’s” based on a firm’s growth, their average three-year growth, their AUM per staff, and the AUM per client.
Paladin Registry ranks Steve Zeller as a Five Star Advisor four years in a row.
The Paladin Registry (www.paladinregistry.com) is an independent firm that
provides free education, search, and documentation services to investors who use the services of financial planners and advisors. The Registry awards its Five Star quality rating to professionals who meet its high minimum standards or credentials, ethics, and business practices. Less than 10% of practicing planners and advisors meet the Registry’s minimum standards.
The five Star indicator used by all advisors on the Paladin Registry is a general indicator of high quality professional service. However, some advisors in the Paladin Registry have more credentials and experience than others. Advisors gain admission to the Registry by submitting information about their education, training and experience. Paladin’s evaluation process considers all of these claims but does not verify them independently. Therefore, the investor is left with the ultimate responsibility to investigate and verify the individual advisor’s claims.
Zeller Kern Private Wealth Management Inc. of Gold River California is named by Financial Advisor Magazine as one of their “Top RIA Ranked Firms.”
Financial Advisor Magazine ranking requires a firm must be registered investment advisors and provide financial planning and related services to individual clients. Firms must be either independently owned or be a freestanding subsidiary of another business. Discretionary and nondiscretionary assets under management as reported on Form ADV determined total assets rank.
Zeller Kern Private Wealth Management Inc. is chosen by Sacramento Magazine as a Five Star Wealth Manager two years in a row.
This distinction is only awarded to wealth managers who have scored highest in client based research conducted by a national independent research company under the direction of Crescendo Business Services. The distinction is awarded to a maximum of just 7 percent of financial professionals in any market area. The distinction is not based on sales volume but on how consumers and financial services industry professionals have evaluated their experience in working with that individual.