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  • PriceMetrix Insights – Small Household Metrics

    Published on Oct 29, 2010


    Company name: PriceMetrix Inc.

    This inaugural volume of PriceMetrix Insights will address the small household wealth management challenge. We present our examination of industry metrics and offer insights into this market phenomenon. In this issue, we reveal the following:

    • Advisor portfolios are concentrated in small households (under $100,000 in assets) and the average small household revenues do not justify the expense of maintaining or servicing them.
    • There is a low probability that small households will grow into large ones ($1 million or more in assets) over time.
    • Over a typical advisor’s career, household composition improves. The faster this happens, the more successful an advisor will be.
    • Advisor production can significantly improve by reducing a high concentration in small households.
    • The lower the concentration in small households, the greater the chance an advisor will reach $1 million in production.

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