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Sources of financial advice in the U.S. 2014, by investment value

The statistic presents the sources of financial advice in the United States as of July 2014, by value of investment. It was found that 53 percent of the respondents who had more than one hundred thousand U.S. dollars to invest, preferred to consult a dedicated financial adviser prior to making a financial decision.

Sources of financial advice in the United States as of July 2014, by investment value

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Sources

Release date

September 2014

Region

United States

Survey time period

July 2014

Age group

18 years and older

Special properties

households with total savings and investments of 10,000 U.S. dollars or more

Method of interview

Telephone interview

Supplementary notes

The source does not specify the number of respondents.

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