Portfolio Allocation by Wealth Tier

Data-driven Marketing

The amount of estimated total assets that households have has a significant effect on how they invest. Let’s take a look at the average portfolio allocation for three wealth tiers.

Pie-Chart-August-Financial-DYK-Web-Version

Source: WealthComplete®, December 2012


Highest Concentration of Deposit Type for Each Wealth Tier

Mass Market households are likely to have more deposits in savings accounts, whereas higher wealth tier households are likely to seek out higher interest deposit options.

  1. Mass Market – Savings Accounts (30.6%)
  2. Mass Affluent – Money Market Deposit Accounts (26.8%)
  3. Affluent – Money Market Deposit Accounts (37.4%)


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