Reasons for satisfaction or dissatisfaction with a primary advisor in 2020.
| Reason for Satisfaction/Dissatisfaction With Primary Advisor | $100K- <$250K | $250K- <$500K | $500K- <$1m | $1m- $2m | >$2m |
|---|---|---|---|---|---|
| Trustworthiness, honesty, dependability | 17% | 22% | 20% | 19% | 20% |
| Investment performance | 8% | 16% | 16% | 18% | 16% |
| Overall relationship | 12% | 15% | 16% | 15% | 17% |
| Knowledge, quality of advice | 13% | 13% | 13% | 15% | 17% |
| Service: quality, ability to resolve problems | 8% | 4% | 6% | 3% | 8% |
| Professionalism | 7% | 5% | 5% | 6% | 5% |
| Ease of doing business with | 8% | 6% | 5% | 4% | 3% |
| No particular reason | 7% | 4% | 4% | 4% | 1% |
| Responsiveness to needs, quick service | 4% | 4% | 4% | 3% | 3% |
| Communication: quality, frequency | 4% | 3% | 3% | 2% | 4% |
| Accessibility | 6% | 3% | 1% | 3% | 2% |
| Accuracy of service | 3% | 2% | 2% | 3% | 3% |
| Periodic portfolio reviews | 1% | 3% | 2% | 3% | 2% |
| Market/economic updates | 2% | 1% | 1% | 2% | 1% |
| Other reasons | 1% | 0% | 1% | 0% | 0% |
| All Respondents | 51% | 53% | 55% | 55% | 56% |
