| Characteristic | Assets I control myself with no professional help | Assets I consult with an advisor on, but make decisions myself | Assets I allow an advisor to handle for me |
|---|---|---|---|
| - | - | - | - |
| - | - | - | - |
| - | - | - | - |
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Source
Sources
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."
Percentage points missing to 100 percent are due to rounding.
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