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Services of investment advisors to affluent investors U.S. 2014, by affluence level
Services of investment advisors to affluent investors in the United States as of 3rd quarter 2014, by affluence level
by Statista Research Department,
last edited
Mar 24, 2015
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
| Mass affluent | Millionaire | UHNW* | |
|---|---|---|---|
| - | - | - | - |
| - | - | - | - |
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| Mass affluent | Millionaire | UHNW* | |
|---|---|---|---|
| - | - | - | - |
| - | - | - | - |
| - | - | - | - |
| - | - | - | - |
| - | - | - | - |
| - | - | - | - |
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by Statista Research Department,
last edited
Mar 24, 2015
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.
- Show sources information
- Show publisher information
- Release date
- March 2015
- Region
- United States
- Survey time period
- Q4 2013 to Q3 2014
- 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."
Multiple answers were possible.
Source
- Show sources information
- Show publisher information
- Release date
- March 2015
More information
- Region
- United States
- Survey time period
- Q4 2013 to Q3 2014
- 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."
Multiple answers were possible.
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