The statistic presents the benefits of working with financial advisor in the United States as of January 2014. It was found that 34 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.
Benefits of working with investment advisor in the United States as of January 2014
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.
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Legg Mason. (June 15, 2014). Benefits of working with investment advisor in the United States as of January 2014 [Graph]. In Statista. Retrieved December 21, 2024, from https://www.statista.com/statistics/323520/benefits-financial-advisors-usa/
Legg Mason. "Benefits of working with investment advisor in the United States as of January 2014." Chart. June 15, 2014. Statista. Accessed December 21, 2024. https://www.statista.com/statistics/323520/benefits-financial-advisors-usa/
Legg Mason. (2014). Benefits of working with investment advisor in the United States as of January 2014. Statista. Statista Inc.. Accessed: December 21, 2024. https://www.statista.com/statistics/323520/benefits-financial-advisors-usa/
Legg Mason. "Benefits of Working with Investment Advisor in The United States as of January 2014." Statista, Statista Inc., 15 Jun 2014, https://www.statista.com/statistics/323520/benefits-financial-advisors-usa/
Legg Mason, Benefits of working with investment advisor in the United States as of January 2014 Statista, https://www.statista.com/statistics/323520/benefits-financial-advisors-usa/ (last visited December 21, 2024)
Benefits of working with investment advisor in the United States as of January 2014 [Graph], Legg Mason, June 15, 2014. [Online]. Available: https://www.statista.com/statistics/323520/benefits-financial-advisors-usa/
