Spectrem wealth market research is fielded each month with the rotation of questions changing on a quarterly basis. Each quarter a different topic of questions is fielded. The surveys are completed by the person primarily responsible for making the day–to–day financial decisions within the household. Spectrem conducts these surveys through an online panel that is generally representative of wealthy investors throughout the United States. However, some age–based weighting of the data is performed to insure a more representative sample. For the complete volume, visit www.spectrem.com

1. © Spectrem Group 2017
Investographics
Key Facts About Affluent Investors
Increase Your Knowledge
of Wealthy Investors
Volume 1

2. 2 © Spectrem Group 2017
Wealth Market
Mass Affluent Investors
Millionaire Investors
UHNW Investors
$25 Million Plus Investors
Retirement Market
DC Plan Participants
Segment/Topic Specific
Business Owners
Senior Corporate Executives
Gatekeepers and Centers of Influence
Trusts/Trustees
Client Loyalty and Why Investors Switch Advisors
Fiduciary Standards and Financial Wellness in Retirement
CONTENTS
Copyright Notice: The content of this Report is owned by Spectrem Group and is fully protected by copyright law. Our content may not
be copied, reproduced, duplicated, displayed or distributed in print or electronic form, in whole or in part, without the prior written
consent of Spectrem Group. Republishing the content contained in the report in any form, including without limitation the
republication of company rankings for advertising, marketing or promotional purposes, is strictly prohibited.

3. 3© Spectrem Group 2017
METHODOLOGY
Spectrem wealth market research is fielded each month with the rotation
of questions changing on a quarterly basis. Each quarter a different topic
of questions is fielded. The surveys are completed by the person primarily
responsible for making the day–to–day financial decisions within the
household. Spectrem conducts these surveys through an online panel that
is generally representative of wealthy investors throughout the
United States. However, some age–based weighting of the data is
performed to insure a more representative sample.
Spectrem’s wealth market research is categorized into 4 wealth segments as
follows:
The Mass Affluent Investor - $100,000 - $1 million net worth, not including
primary residence (NIPR)
The Millionaire Investor - $1 million - $5 million net worth, NIPR
The Ultra High Net Worth Investor - $5 million - $25 million net worth,
NIPR
The $25 Million Plus Investors - $25 million or more in net worth, NIPR
Mass Affluent Investors

4. 4 © Spectrem Group 2017
MassAffluent
WealthMarket

5. 5© Spectrem Group 2017
MassAffluent
WealthMarket

6. 6 © Spectrem Group 2017
Millionaire
WealthMarket

7. 7© Spectrem Group 2017
Millionaire
WealthMarket

8. 8 © Spectrem Group 2017
UHNW
WealthMarket

9. 9© Spectrem Group 2017
UHNW
WealthMarket

10. 10 © Spectrem Group 2017
UHNW
WealthMarket

11. 11© Spectrem Group 2017
UHNW
WealthMarket

12. 12 © Spectrem Group 2017
UHNW
WealthMarket

13. 13© Spectrem Group 2017
25MPlus
WealthMarket

14. 14 © Spectrem Group 2017
AllSegments
WealthMarket

15. 15© Spectrem Group 2017
AllSegments
WealthMarket