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Average progress of HNW individuals towards their financial goals with and without a wealth manager in 2018

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Sources

Release date

November 2018

Region

United States

Survey time period

January and February 2018

Number of respondents

892 respondents

Special properties

HNW individuals with 3 million U.S. dollars or more in investable assets

Citation formats

HNW individuals' financial progress with a wealth manager in the U.S. 2018

Published by K. Scholle, Nov 5, 2019
When high net worth (HNW) individuals worked with a wealth manager, their average progress towards their financial goals was ** percent. Without an advisor, this figure was only ** percent.
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Topics

Investment advisors in the United States Investment fundsFinancial marketsFinancial markets in the U.S.Investments of high-net-worth individuals
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Access limited to Free Statistics. Premium Statistics are not included.
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per month, billed annually 1
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