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Mendelsohn Affluent Survey
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2000 Mendelsohn Affluent Survey
Who are they?

What do they do?

How do they invest?

How do they use technology?

How do they spend their time?

2000 Mendelsohn Affluent Survey

 

Who Are They?

 

Readership

Affluent market:

755,000

Household Income:

$75,000+

 

Sex

Male:

60.1%

Female:

39.9%

 

Age

Average age (years):

46.6

Median age (years):

48.9

 

Education

College graduate or beyond:

70.6%

Postgraduate study or degree:

31.8%

Postgraduate degree:

21.6%

 

Household Income

$100,000+:

71.7%

Average:

$167,676

Median:

$140,729

 

Personal Employment Income

$75,000+:

54.7%

Average:

$95,006

Median:

$80,004

 

Household Net Worth

$1,000,000+

(including principal residence): 63.2%

Average:

$1,725,711

Median:

$1,265,700

 

Marital Status

Married:

83.7%

 

 

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What do they do?

 

Job Title

Top Management:

34.6%

Executives/managers/administrators:

36.3%

Professional/managerial:

57.4%

 

Company Size

Small, fewer than 100 employees:

33.8%

Midsize, 100 to 999 employees:

10.1 %

Large, 1,000 or more employees:

30.5%

 

Advisory Roles

CEO/CFO/COO:

21.9%

Chief Executive Officer:

15.9%

Chief Financial Officer:

9.8%

Chief Operating Officer:

8.5%

 

Employed in

Finance/banking:

21.6%

 

Professional Investing

For Own Firm:

22.4%

 

 

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How do they invest?

 

 

Number of Investment Transactions

In the Past Year

 

10+ transactions:

57.9%

Average:

24

Median:

17

 

Use of Brokerage Firms in the Past Year

Any brokerage firm:

80.9%

Discount brokerage:

32.3%

Full-service brokerage:

46.6%

Online brokerage:

36.0%

 

Total Household Securities

Own any:

85.3%

Value of HHS, $250,000+:

53.8%

Average:

$805,751

Median:

$457,891

 

Bond Ownership

Bonds (total)

 

Own any:

34.4%

Average:

$268,190

Median:

$72,923

 

Fund Ownership

Funds (total)

 

Own any:

77.0%

Average:

$309,160

Median:

$182,960

 

 

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How do they use technology?

 

Computer/Internet/Home Office

Own a computer (desktop or laptop):

90.9%

Own 2+ computers:

44.9%

Has any access to Internet/WWW (total):

88.9%

Subscribe to any online services:

86.2%

 

 

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How do they spend their time?

 

Public Activities

Served on charitable or other board of directors in past year:

29.0%

Any public activities in past year:

57.6%

Member of any private club:

51.8%

 

Leisure/Sports Activities in Past Year

Any sports/athletic activities:

89.9%

Gourmet cooking:

33.0%

Backpacking/camping:

21.1%

Hiking:

32.6%

Golf:

44.8%

 

Cultural/Spectator Activities

Attended in Past Year

 

Any cultural activities/spectator events:

90.7%

Art auctions/gallery exhibits:

42.6%

Live theatre performances:

66.1%

Attended music/concert performances:

57.4%

Museums:

58.8%

Antique shows:

22.9%

 

 

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How money becomes wealth.®

Source: 2000 Mendelsohn Affluent Survey of Affluent Households. For more information about the Mendelsohn Affluent Survey, go to www.mmrsurveys.com



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