Peter Montoya recently wrote an article that highlighted some interesting facts about high net worth investors. Here are some that I pulled out of his article:
Where do they get their investment advice?
74% financial planner, financial advisor, or broker
37% themselves
27% spouse or family member
23% financial publication
13% television
How often are they in contact with their financial advisor?
36% 1 - 4 times per year
22% 5 - 9 times per year
12% 10 - 14 times per year
4% 25 times +
14% NONE
Topics discussed with their financial advisor
Tax planning
Alternative investments
Estate planning
Emerging markets
Retirement planning
Long-term care
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