2015 Broker Report Card: Stagnating Assets?2015 Broker Report Card: Stagnating Assets?

It’s no surprise that younger advisors have fewer assets under management, yet they are growing at a faster clip. Advisors under the age of 35 reported managing $69 million in assets on average, compared to the $128 million managed by advisors aged 45 to 54; after that, assets increase only slightly. 

Dollar for Dollar

Younger brokers make less, but grow faster. Yet, 15 percent of brokers under 35 brought in over $1 million last year.

Playing it Safe?

Younger advisors offer fewer investment options. 

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