Assets of U.S. affluent investors by affluence level and control type 2014

The statistic presents the distribution of affluent investors' assets in the United States from the fourth quarter of 2013 to the third quarter of 2014, by affluence level and control type. It was found that millionaires controlled 46 percent of their assets themselves without any professional help.

Who is controlling your assets?

Characteristic	Assets I control myself with no professional help	Assets I consult with an advisor on, but make decisions myself	Assets I allow an advisor to handle for me
-	-	-	-
-	-	-	-
-	-	-	-

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Release date

March 2015

More information

Region

United States

Survey time period

Q4 2013 to Q3 2014

Number of respondents

approximately 3,000

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 stands for ultra-high-net-worth.
The source adds the following information: "the wealth segments are as follows - mass affluent: 100,000 to one million U.S. dollars in net worth (does not include primary residence), millionaires: one million to five million U.S. dollars in net worth, UHNW: five million to 25 million U.S. dollars in net worth."
Percentage points missing to 100 percent are due to rounding.

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