Provided to the QAM News
RBC Wealth Management has announced that Krause & Thorpe Wealth Management Team was named to the Forbes Best-In-State Wealth Management Teams list in the U.S.
The award was announced in January and is based on data as of March 31, 2023.
Developed by SHOOK Research, the rating is also based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.