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Benefits of working with investment advisor in the United States as of January 2014

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Source

Release date

June 2014

Region

United States

Survey time period

December 10, 2013 to January 10, 2014

Number of respondents

500 respondents

Age group

40-75 years

Special properties

among investors who use an advisor

Method of interview

Online survey

Supplementary notes

The survey respondents were sole or joint decision-makere for household investment decisions and had at least 200 thousand U.S. dollars of investable assets (including investment real estate but not primary residence/vacation property).
Respondents were asked to pick top three benefits.

Citation formats

Benefits of working with investment advisor in the U.S. 2014

Published by ÌÇÐÄÆƽâ°æ Research Department, Sep 23, 2014
The statistic presents the benefits of working with financial advisor in the United States as of January 2014. It was found that ** percent of the respondents who used an advisor listed creating a formal financial plan to help achieve investment goals as an advantage resulting from cooperating with a financial advisor.
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