Factors considered when choosing an investment advisor U.S. 2014, by affluence level

The statistic presents the factors considered when choosing an investment advisor in the United States from the fourth quarter of 2013 to the third quarter of 2014, by affluence level. It was found that 96 percent of the ultra-high-net-worth individuals were looking for honest and trustworthy investment advisors.

What is important when choosing a new advisor?

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Release date

March 2015


United States

Survey time period

Q4 2013 to Q3 2014

Number of respondents

approximately 3000

Special properties

approximately 1,500 mass affluent households, 1,000 millionaire households and 500 ultra-high-net-worth households.

Method of interview

Online interview

Supplementary notes

* UHNW - ultra-high-net-worth.
The source adds the following information: "the wealth segments are as follows - mass affluent: 100,000 to 1 million U.S. dollars in net worth (does not include primary residence), millionaires: 1 million to 5 million U.S. dollars in net worth, UHNW: 5 million to 25 million U.S. dollars in net worth."
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