Services of U.S. investment advisors to affluent investors by affluence level 2014

The statistic presents the investment advisors' services to affluent investors in the United States from the fourth quarter of 2013 to the third quarter of 2014, by affluence level. It was found that 64 percent of ultra-high-net-worth individuals needed an investment advisor in order to diversify their assets from a concentrated position.

Services of investment advisors to affluent investors in the United States as of 3rd quarter 2014, by affluence level

Characteristic	Mass affluent	Millionaire	UHNW*
-	-	-	-
-	-	-	-
-	-	-	-
-	-	-	-
-	-	-	-
-	-	-	-
-	-	-	-
-	-	-	-
-	-	-	-
-	-	-	-
-	-	-	-
-	-	-	-

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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."
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