57% of Americans Say Their Portfolios Are Too Complex to Manage Alone

A Charles Schwab Modern Wealth Survey 2025 finding that 57% of Americans agree modern investment portfolios are more sophisticated and require more professional guidance sits at the center of a broader shift in how households manage retirement money. The figure spans age groups and aligns with measurable changes in product mix, account structures, and the... 57% of Americans Say Their Portfolios Are Too Complex to Manage Alone