Sentences with phrase «with investable assets»

The CNBC Millionaire Survey, conducted by Spectrem Group in November, polled 500 people with investable assets of $ 1 million or more, which represents 8 percent of American households.

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.

Nancy E. McColgan is the Senior Vice President and Managing Director of the Baltimore and Washington, DC markets of Hawthorn, PNC Family Wealth, a business dedicated to serving the needs of individuals and families with investable assets in excess of $ 20 million.

A fitting solution for wealth management clients with investable assets greater than $ 500,000.

The U.S. Trust report polled 680 people throughout the U.S. with with investable assets of at least $ 3 million, not including the value their primary residence.

The service also offers users with investable assets above $ 25,000 access to a low - cost investment management service.

Cerulli estimates there are approximately 19.5 million households ages 45 to 69 with investable assets ranging from $ 100,000 to $ 2 million.

In general, you can take greater risk with investable assets when you have other, more stable sources of funds available.

His company's report, called The Rise of the New Aristocracy, is based on 550 interviews conducted with U.S. residents age 25 and over with investable assets of more than a million dollars.

Three out of five people with investable assets of at least $ 100,000 said they preferred cash back for card rewards.

David D. Legeay is a Senior Vice President and Managing Director of the Cleveland market for Hawthorn, PNC Family Wealth ®, a business dedicated to serving the needs of individuals and families with investable assets in excess of $ 20 million.

An HSBC study found a gap between interest and actual portfolio allocation among investors aged 25 to 64 with investable assets of $ 250,000 or more.

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.

As impressive as the Mulsanne's performance is, however, even Bentley executives admit that — for the company's intended audience of «high net worth» individuals (those with investable assets of $ 25 million or more)-- performance is not what's going to win the day.

«The majority of people with investable assets have some sort of investment adviser, which is good and probably as it should be,» Hamza said.