The statistic presents the distribution of affluent investors' assets in the United States from the fourth quarter of 2013 to the third quarter of 2014, by affluence level and control type. It was found that millionaires controlled 46 percent of their assets themselves without any professional help.
Who is controlling your assets?
Characteristic
Assets I control myself with no professional help
Assets I consult with an advisor on, but make decisions myself
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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Vanguard, & Spectrem Group. (March 24, 2015). Who is controlling your assets? [Graph]. In Statista. Retrieved November 18, 2024, from https://www.statista.com/statistics/323732/affluent-investors-assets-affluence-level-control-type-usa/
Vanguard, und Spectrem Group. "Who is controlling your assets?." Chart. March 24, 2015. Statista. Accessed November 18, 2024. https://www.statista.com/statistics/323732/affluent-investors-assets-affluence-level-control-type-usa/
Vanguard, Spectrem Group. (2015). Who is controlling your assets?. Statista. Statista Inc.. Accessed: November 18, 2024. https://www.statista.com/statistics/323732/affluent-investors-assets-affluence-level-control-type-usa/
Vanguard, and Spectrem Group. "Who Is Controlling Your Assets?." Statista, Statista Inc., 24 Mar 2015, https://www.statista.com/statistics/323732/affluent-investors-assets-affluence-level-control-type-usa/
Vanguard & Spectrem Group, Who is controlling your assets? Statista, https://www.statista.com/statistics/323732/affluent-investors-assets-affluence-level-control-type-usa/ (last visited November 18, 2024)
Who is controlling your assets? [Graph], Vanguard, & Spectrem Group, March 24, 2015. [Online]. Available: https://www.statista.com/statistics/323732/affluent-investors-assets-affluence-level-control-type-usa/
