What Are the Top 5 Factors Mass Affluent Consider When Selecting an Advisor?
Published August 27, 2012 9:24 AM
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Updated June 22, 2016 4:25 PM
1 Min Read
Top 5 Factors Mass Affluent Use in Selecting an Advisor
When it comes to choosing an advisor, mass affluent investors are very selective. According to a survey by the Spectrem Group, it all comes down to these five factors for individuals from households with a net worth of $100,000 up to $1 million not including primary residence.
5. Depth of Products and Services (80%)
When it comes to choosing an advisor, mass affluent investors are very selective. According to a survey by the Spectrem Group, it all comes down to these five factors.
4. Fees and Commissions (85%)
When it comes to choosing an advisor, mass affluent investors are very selective. According to a survey by the Spectrem Group, it all comes down to these five factors.
3. Investment Track Record (91%)
When it comes to choosing an advisor, mass affluent investors are very selective. According to a survey by the Spectrem Group, it all comes down to these five factors.
2. Transparency (92%)
When it comes to choosing an advisor, mass affluent investors are very selective. According to a survey by the Spectrem Group, it all comes down to these five factors.
1. Trustworthiness (97%)
When it comes to choosing an advisor, mass affluent investors are very selective. According to a survey by the Spectrem Group, it all comes down to these five factors.
