Slideshow What Are the Top 5 Factors Mass Affluent Consider When Selecting an Advisor?

Published
  • August 27 2012, 9:24am EDT

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.

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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.

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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.