Sentences with phrase «percent of investable assets»

A report from consulting firm A.T. Kearney estimates 0.5 percent of investable assets will be managed by robo - advisory firms this year, then jump to 5.6 percent by 2020.

Not exact matches

Worldwide, 40 percent of millionaires (which is defined as those with investable assets of $ 1.5 million or more) cited a «business sale or profit» from their business as their source of wealth.

Indeed, the most recent CNBC Millionaire Survey of high - net - worth families with investable assets of $ 1 million or more found 44 percent have not told their children about their future inheritance, and 27 percent waited until their child was over age 30 to do so.

The survey, conducted by UBS, found that 47 percent of Americans with at least $ 1 million in investable assets may reduce their market exposure because of uncertainty over the election.

Asset allocation is the percent of your total investable money you direct into specific investments.

The fee for retirement planning is 0.5 percent of annual investable assets.

In an online poll of 793 consumers with at least $ 100,000 of investable assets, CreditCards.com found that an overwhelming 60 percent of all respondents named cash back as their favorite credit card reward.