• Benefits of working with investment advisor in the U.S. 2014

The statistic presents the benefits of working with financial advisor in the United States as of January 2014. It was found that 34 percent of the respondents who used an advisor listed creating a formal financial plan to help achieve investment goals as an advantage resulting from cooperating with a financial advisor.

Benefits of working with investment advisor in the United States as of January 2014

Characteristic	Share of respondents
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Release date

June 2014

More information

Region

United States

Survey time period

December 10, 2013 to January 10, 2014

Number of respondents

500 respondents

Age group

40-75 years

Special properties

among investors who use an advisor

Method of interview

Online survey

Supplementary notes

The survey respondents were sole or joint decision-makere for household investment decisions and had at least 200 thousand U.S. dollars of investable assets (including investment real estate but not primary residence/vacation property).
Respondents were asked to pick top three benefits.