About 15% of affluent investors are considering a move within the next month. The most likely landing spot is Vanguard, followed by Fidelity and USAA, according to a new monthly survey by Phoenix Marketing International, a research firm in Rhinebeck, N.Y.
Phoenix polled individual investors age 21 and older who have at least $100,000 in investable assets, beyond company retirement plans. Of those surveyed, over 36% said that they anticipated making a change soon with their investment account, brokerage relationship, or financial advisor. That percentage is slightly lower than it has been in the previous three quarters, when 38-40% of such investors anticipated account activity.
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