News Brief
Summary
A new survey reveals millionaires are increasingly dissatisfied with traditional wealth advisors and accountants, citing high costs and poor service. In contrast, they express high satisfaction with personal wellness and family care professionals like personal trainers and therapists, highlighting a shift in value towards “soft services.”
Key Points
- Low Wealth Advisor Usage & Satisfaction: Only one-third of millionaires use a wealth advisor. 1 in 5 plan to fire their advisor due to high costs and poor, impersonal service. Satisfaction score: 7.2/10.
- High Satisfaction with “Soft Services”: Personal trainers (9.3/10), therapists (8.3/10), and child services (private school: 8.3/10) receive the highest satisfaction scores.
- Cost as a Major Complaint: The median annual spending on financial advisors is $10,000. Many clients dislike asset-based fees, seeing them as misaligned with performance, leading to a trend toward flat fees.
- Service Quality Issues: Advisors and accountants are often criticized for being slow to respond and not providing personalized, strategic advice.
- Therapy Gains Prominence: 43% of millionaires under 40 use a therapist (vs. 13% over 50), spending a median of $5,000/year, valuing mental health and personal connection.
- Survey Details: The Long Angle survey polled 114 individuals with a net worth of at least $2 million.
新闻简报
总结
一项新调查显示，百万富翁对传统的财富顾问和会计师越来越不满意，主要原因是高成本和糟糕的服务。相比之下，他们对个人健康和家庭护理专业人士（如私人教练和治疗师）的满意度很高，这凸显了其价值取向正向”软性服务”转变。
关键点
- 财富顾问使用率及满意度低： 仅三分之一的百万富翁使用财富顾问。五分之一的人计划因高成本和服务差而解雇顾问。满意度得分：7.2/10。
- 对”软性服务”满意度高： 私人教练（9.3/10）、治疗师（8.3/10）和儿童服务（私立学校：8.3/10）获得了最高的满意度评分。
- 成本是主要抱怨点： 财务顾问的年中位数支出为1万美元。许多客户不喜欢基于资产的管理费，认为其与业绩不挂钩，导致转向固定费用的趋势。
- 服务质量问题： 顾问和会计师常被批评回应缓慢，且未能提供个性化、战略性的建议。
- 治疗服务日益重要： 40岁以下的百万富翁中有43%使用治疗师（50岁以上仅为13%），年中位数支出为5000美元，他们重视心理健康和个人联系。
- 调查详情： 本次Long Angle调查访问了114名净资产至少200万美元的人士。
Original Article Link: https://www.cnbc.com/2025/11/08/millionaires-personal-trainers-wealth-advisors-professional-services-survey.html