Reasons why affluent investors change financial advisor U.S. 2014, by affluence level

The statistic presents the reasons why affluent investors changed financial advisor in the United States from the fourth quarter of 2013 to the third quarter of 2014, by affluence level. It was found that not returning phone calls in a timely manner was a reason to resign from the investment advisor for 63 percent of ultra-high-net-worth individuals.

Reasons why affluent investors change financial advisor in the United States as of 3rd quarter 2014, by affluence level

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Sources

Release date

March 2015

Region

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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