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A Framework to Articulate Value and Organize for Success
The Advice Value Stack articulates how investors assign value in the advice relationship.
The above figures are from the Fidelity Investments 2022 Investor Insights Study.1
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- 1. Fidelity Investments 2022 Investor Insights Study. The study was conducted during the period August 8 through September 2, 2022. It surveyed a total of 2,490 investors, including 673 millionaires and 1,520 investors with advisors. The study was conducted via an online survey, with the sample provided by Brookmark, a third-party firm not affiliated with Fidelity. Respondents were screened for a minimum level of $50K in investable assets (excluding retirement assets and primary residence), with additional quotas by age and affluence levels.