2. $131.5 Billion In Investable Assets Owned Collectively By
LIFE TIME MEMBERS
MEDIAN HOUSEHOLD INCOME: $122,236
MEDIAN VALUE OF HOME OWNED: $316,402
MEDIAN NET WORTH $413,490
TOTAL VALUE ANY STOCK OWNED: $ 32.3 Billion
TOTAL OTHER MARKET INSTRUMENT INSTRUMENTS: $ 68.4 Billion
TOTAL VALUE ALL INVESTMENTS OWNED $131.5 Billion
Source: GfK Mediamark Research Doublebase 2014
3. LIFE TIME MEMBERS ARE TWICE AS LIKELY TO HAVE
$250,000+ IN INVESTMENTS
Securities Owned Index
Total - Any stock Own 248
Total - Any other market instrument Own 192
Total - Any Investments Own 163
Total - Any stock Acquired or added to in last 12 months 323
Total - Any other market instrument Acquired or added to in last 12 months 225
Total - Any Investments Acquired or added to in last 12 months 190
Total - Any other market instrument $150,000+ 171
Total - Any stock $150,000+ 244
Total - Any Investments $150,000+ 198
Total - Any Investments $250,000+ 208
Source: GfK Mediamark Research Doublebase 2014
4. LIFE TIME MEMBERS ARE 91% MORE LIKELY THAN THE OVERALL US
ADULTS TO HAVE MADE 10+ INVESTMENT TRANSACTIONS LAST YEAR
Type of Broker Used Index
Used Discount Broker 129
Used Full Service Broker 162
Used On-Line Broker 434
10+ Investment Transactions Past 12 Months 191
Investment Activity Index
Stock rating service 475
Financial Planner/Certified Financial Planner (CFP) 215
Personal Money Manager 154
Financial Advisor/Broker 190
Newspaper/Magazine 209
TV or Radio show 225
Internet site 257
Friends/Family 231
Obtained financial information 215
Tracked investments/Traded stocks, bonds or mutual funds 262
Source: GfK Mediamark Research Doublebase 2014
5. LIFE TIME MEMBERS ARE 80% MORE LIKELY THAN THE
OVERALL US ADULTS TO OWN ANY TYPE OF SECURITIES
Securities Personally Owned Index
U.S. Savings Bonds Any 216
Common or Preferred Stock in company you work for Any 132
Common Stock in any other company Any 252
Preferred Stock in any other company Any 477
Money market funds Any 164
Mutual Funds (Bonds) Any 223
Mutual Funds (Stocks) Any 271
Tax Exempt funds Any 245
Exchange Traded Funds (ETFs) Any 475
Savings Certificates Any 522
Insured Money Market Accounts (bank) Any 183
CD (Certificate(s) of Deposit) - more than 6 months Any 194
Total Any 180
Source: GfK Mediamark Research Doublebase 2014
6. LIFE TIME MEMBERS WERE 68% MORE LIKELY TO HAVE ACQUIRED A
RETIREMENT OR COLLEGE SAVINGS PLAN LAST YEAR
Retirement or College Savings Plan Index
IRA Any 197
401(k) Any 192
403(b) Any 290
529 Plan (College Savings Plan) Any 276
Total Any 185
Total Acquired or added to in last 12 months 168
Source: GfK Mediamark Research Doublebase 2014
7. LIFE TIME MEMBERS USE A VARIETY OF BROKERAGE FIRMS
FOR THEIR TRANSACTIONS
Brokerage Firms Used Index
Charles Schwab 159
E*Trade 344
Fidelity 221
Merrill Lynch/Bank of America 344
Raymond James 443
TD Ameritrade 237
TIAA-CREF 470
Vanguard Group 244
Wells Fargo Advisors 150
Source: GfK Mediamark Research Doublebase 2014
8. LIFE TIME MEMBERS ARE 2.7 TIMES MORE LIKELY TO
OWN MUTUAL FUNDS (STOCKS)
Mutual Funds Owned * Index
Mutual Funds: American Century Own 349
Mutual Funds: Fidelity Investments Own 236
Mutual Funds: Lord Abbett Own 436
Mutual Funds: Merrill Lynch Own 215
Mutual Funds: Oppenheimer Own 353
Mutual Funds: Prudential Investments Own 255
Mutual Funds: T.Rowe Price Own 145
Mutual Funds: Vanguard Group Own 265
Mutual Funds: Any Own 180
Source: GfK Mediamark Research Doublebase 2014