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Financial Professionals: Manager/Advisor/Planner
2007 Print Primary Reader Study
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Barron's primary readers represent the "big money" in America — the people with the financial clout to move markets. Among Barron's primary readers in business or the professions, some 41.0% are fund managers with an average of $11.3 billion in assets under management.
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Financial Professionals
Fund Managers — net
Manage funds for your own company
Manage funds for other organization(s)
Financial planner/investment advisor/
asset manager, broker/dealer,
registered rep,
professional trader — net
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41.0%
32.5%
18.0%
31.5%
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Fund Managers
Value of Funds Managed
Value of Funds Managed:
$11.3 Billion Average
$9.0 Million Median
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Financial Planner · Investment Advisor ·
Asset Manager
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Financial Planning Fees
Fee-based net
Commission-based net
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82.6%
60.0%
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Years of Financial Planning Experience
Average years of experience
Median years of experience
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19
20
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Assets Under Management
Average value of all client assets
Median value of all client assets
Average value of firm's assets
Median value of firm's assets
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$6.5 Billion
$91.0 Million
$123.8 Billion
$1.2 Billion
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