How do people define financial success? The answer is surprisingly consistent across all wealth segments, according to a poll by SEI.
Six in 10 penta-millionairesthose in households with more than $5 million in investable assetschose absolute returns and total assets to gauge their success, nearly identical to people in the lower-tier mass affluent segment. SEI defines the wealth market as households with more than $1 million in investable assets and the mass affluent market as households with between $250,000 and $1 million in investable assets.
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