March 12, 2015 Fact of the Day: What are investors looking for from their financial provider?
DID YOU KNOW THAT......most wealthy investors think it is important for their financial services provider to also offer an asset management account?
In fact, 71 percent of those with more than $5 million of net worth find "great value" in their financial provider also offering an asset management account. In fact, about 31 percent of all investors said they would change financial firms if an asset management account was not available. In fact, investors are becoming increasingly interested in the concept of "one-stop shopping". Having a firm in which all of their financial services...including tax planning, investments, brokerage, and trust are all in one place...is a relatively new concept and not offered in many places. Almost half investors are interested in this concept....especially those with between $500,000 and $1 million.
If you are interested in an advisor that offers "one stop shopping"...check out our Best Advisors.