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In
sociology Sociology is a social science that focuses on society, human social behavior, patterns of social relationships, social interaction, and aspects of culture associated with everyday life. It uses various methods of empirical investigation and ...
, the upper middle class is the
social group In the social sciences, a social group can be defined as two or more people who interact with one another, share similar characteristics, and collectively have a sense of unity. Regardless, social groups come in a myriad of sizes and varieties ...
constituted by higher status members of the
middle class The middle class refers to a class of people in the middle of a social hierarchy, often defined by occupation, income, education, or social status. The term has historically been associated with modernity, capitalism and political debate. Co ...
. This is in contrast to the term ''
lower middle class In developed nations around the world, the lower middle class is a subdivision of the greater middle class. Universally, the term refers to the group of middle class households or individuals who have not attained the status of the upper middle ...
'', which is used for the group at the opposite end of the middle-class stratum, and to the broader term ''
middle class The middle class refers to a class of people in the middle of a social hierarchy, often defined by occupation, income, education, or social status. The term has historically been associated with modernity, capitalism and political debate. Co ...
''. There is considerable debate as to how the upper middle class might be defined. According to sociologist
Max Weber Maximilian Karl Emil Weber (; ; 21 April 186414 June 1920) was a German sociologist, historian, jurist and political economist, who is regarded as among the most important theorists of the development of modern Western society. His ideas p ...
, the upper middle class consists of well-educated professionals with
postgraduate degree Postgraduate or graduate education refers to academic or professional degrees, certificates, diplomas, or other qualifications pursued by post-secondary students who have earned an undergraduate (bachelor's) degree. The organization and stru ...
s and comfortable incomes. The American upper middle class is defined similarly using
income Income is the consumption and saving opportunity gained by an entity within a specified timeframe, which is generally expressed in monetary terms. Income is difficult to define conceptually and the definition may be different across fields. For ...
,
education Education is a purposeful activity directed at achieving certain aims, such as transmitting knowledge or fostering skills and character traits. These aims may include the development of understanding, rationality, kindness, and honesty. V ...
, and occupation as the predominant indicators. In the United States, the upper middle class is defined as consisting mostly of white-collar professionals who not only have above-average personal incomes and advanced educational degrees but also a higher degree of autonomy in their work. The main occupational tasks of upper-middle-class individuals tend to center on conceptualizing, consulting, and instruction.


American upper middle class

The
American middle class Though the American middle class does not have a definitive definition, contemporary social scientists have put forward several ostensibly congruent theories on it. Depending on the class model used, the middle class constitutes anywhere from 25% ...
(and its subdivisions) is not a strictly defined concept across disciplines, as
economist An economist is a professional and practitioner in the social science discipline of economics. The individual may also study, develop, and apply theories and concepts from economics and write about economic policy. Within this field there ar ...
s and sociologists do not agree on defining the term. In academic models, the term "upper middle class" applies to highly
educated Education is a purposeful activity directed at achieving certain aims, such as transmitting knowledge or fostering skills and character traits. These aims may include the development of understanding, rationality, kindness, and honesty. Va ...
, salaried professionals whose work is largely self-directed. Many have
postgraduate degree Postgraduate or graduate education refers to academic or professional degrees, certificates, diplomas, or other qualifications pursued by post-secondary students who have earned an undergraduate (bachelor's) degree. The organization and stru ...
s, with educational attainment serving as the main distinguishing feature of this class. Household
income Income is the consumption and saving opportunity gained by an entity within a specified timeframe, which is generally expressed in monetary terms. Income is difficult to define conceptually and the definition may be different across fields. For ...
s commonly exceed $100,000 ($133,000 in 2020 dollars). Typical professions for this class include
lawyer A lawyer is a person who practices law. The role of a lawyer varies greatly across different legal jurisdictions. A lawyer can be classified as an advocate, attorney, barrister, canon lawyer, civil law notary, counsel, counselor, solicitor ...
s,
physicians A physician (American English), medical practitioner (Commonwealth English), medical doctor, or simply doctor, is a health professional who practices medicine, which is concerned with promoting, maintaining or restoring health through th ...
,
military officers An officer is a person who holds a position of authority as a member of an armed force or uniformed service. Broadly speaking, "officer" means a commissioned officer, a non-commissioned officer, or a warrant officer. However, absent context ...
,
psychologists A psychologist is a professional who practices psychology and studies mental states, perceptual, cognitive, emotional, and social processes and behavior. Their work often involves the experimentation, observation, and interpretation of how ...
,
certified public accountants Certified Public Accountant (CPA) is the title of qualified accountants in numerous countries in the English-speaking world. It is generally equivalent to the title of chartered accountant in other English-speaking countries. In the United St ...
,
pharmacists A pharmacist, also known as a chemist ( Commonwealth English) or a druggist (North American and, archaically, Commonwealth English), is a healthcare professional who prepares, controls and distributes medicines and provides advice and instruc ...
,
optometrists Optometry is a specialized health care profession that involves examining the eyes and related structures for defects or abnormalities. Optometrists are health care professionals who typically provide comprehensive primary eye care. In the Un ...
, financial planners,
dentists A dentist, also known as a dental surgeon, is a health care professional who specializes in dentistry (the diagnosis, prevention, management, and treatment of diseases and conditions of the oral cavity and other aspects of the craniofacial co ...
,
engineer Engineers, as practitioners of engineering, are professionals who invent, design, analyze, build and test machines, complex systems, structures, gadgets and materials to fulfill functional objectives and requirements while considering th ...
s,
scientist A scientist is a person who conducts scientific research to advance knowledge in an area of the natural sciences. In classical antiquity, there was no real ancient analog of a modern scientist. Instead, philosophers engaged in the philosophi ...
s,
professors Professor (commonly abbreviated as Prof.) is an academic rank at universities and other post-secondary education and research institutions in most countries. Literally, ''professor'' derives from Latin as a "person who professes". Professors ...
,
architect An architect is a person who plans, designs and oversees the construction of buildings. To practice architecture means to provide services in connection with the design of buildings and the space within the site surrounding the buildings that h ...
s, urban planners, civil service executives, and civilian contractors. In addition to having autonomy in their work, above-average incomes, and advanced educations, the upper middle class also tends to be influential, setting trends and largely shaping public opinion. Overall, members of this class are also secure from economic down-turns and, unlike their counterparts in the statistical middle class, do not need to fear downsizing, corporate cost-cutting, or outsourcing—an economic benefit largely attributable to their postgraduate degrees and comfortable incomes, likely in the top income quintile or top third.


Income

While many Americans cite
income Income is the consumption and saving opportunity gained by an entity within a specified timeframe, which is generally expressed in monetary terms. Income is difficult to define conceptually and the definition may be different across fields. For ...
as the prime determinant of class, occupational status,
educational attainment Educational attainment is a term commonly used by statisticians to refer to the highest degree of education an individual has completed as defined by the US Census Bureau Glossary. See also *Academic achievement *Academic degree *Bachelor's degree ...
, and value systems are equally important variables. Income is in part determined by the scarcity of certain skill sets. An occupation that requires a scarce skill set which is attained through higher educational degree, and which involves higher autonomy, responsibility and influence, will usually offer higher economic compensation. Qualifying for such higher
income Income is the consumption and saving opportunity gained by an entity within a specified timeframe, which is generally expressed in monetary terms. Income is difficult to define conceptually and the definition may be different across fields. For ...
often requires that individuals obtain the necessary skills (e.g., by attending law, medical, or
postgraduate school Postgraduate or graduate education refers to academic or professional degrees, certificates, diplomas, or other qualifications pursued by post-secondary students who have earned an undergraduate (bachelor's) degree. The organization and stru ...
) and demonstrate the necessary competencies. There are also differences between
household A household consists of two or more persons who live in the same dwelling. It may be of a single family or another type of person group. The household is the basic unit of analysis in many social, microeconomic and government models, and is impo ...
and individual income. In 2005, 42% of US households (76% among the top quintile) had two or more income earners; as a result, 18% of households but only 5% of individuals had six-figure incomes. To illustrate, two nurses each making $55,000 per year can out-earn, in a household sense, a single attorney who makes a median of $95,000 annually. Sociologists Dennis Gilbert, William Thompson and Joseph Hickey estimate the upper middle class to constitute roughly 15% of the population. Using the 15% figure one may conclude that the American upper middle class consists, strictly in an income sense, of professionals with personal incomes in excess of $62,500 ($83,000 in 2020 dollars), who commonly reside in households with six-figure incomes. The difference between personal and household income can be explained by considering that 76% of households with incomes exceeding $90,000 (the top 20%, $140,000 to cross this threshold in 2020 dollars) had two or more income earners. In 2020, the threshold for entering the top 15% of American household incomes is $166,000 Note that the above income thresholds may vary greatly based on region due to significant differences in average income based on region and urban, suburban, or rural development. In more expensive suburbs, the threshold for the top 15% of income earners may be much higher. For example, in 2006 the ten highest income counties had median household incomes of $85,000 compared to a national average of about $50,000. The top 15% of all US income earners nationally tend to be more concentrated in these richer suburban counties where the
cost of living Cost of living is the cost of maintaining a certain standard of living. Changes in the cost of living over time can be operationalized in a cost-of-living index. Cost of living calculations are also used to compare the cost of maintaining a ce ...
is also higher. If middle-class households earning between the 50th percentile ($46,000) and the 85th percentile ($62,500) tend to live in lower cost of living areas, then their difference in ''
real income Real income is the income of individuals or nations after adjusting for inflation. It is calculated by dividing nominal income by the price level. Real variables such as real income and real GDP are variables that are measured in physical u ...
'' may be smaller than what the differences in nominal income suggest.


Values

Upper-middle-class people tend to highly value
tertiary education Tertiary education, also referred to as third-level, third-stage or post-secondary education, is the educational level following the completion of secondary education. The World Bank, for example, defines tertiary education as including univ ...
for themselves and their children, favoring the pursuit of undergraduate and postgraduate degrees. Political ideology is not found to be correlated with
social class A social class is a grouping of people into a set of hierarchical social categories, the most common being the upper, middle and lower classes. Membership in a social class can for example be dependent on education, wealth, occupation, inc ...
; however, a statistical relationship is seen between the level of one's educational attainment and one's likelihood of subscribing to a particular political ideology. In terms of income, liberals tend to be tied with pro-business conservatives. Most
mass affluent In marketing and financial services, mass affluent and emerging affluent are the high end of the mass market, or individuals with US$100,000 to US$1,000,000 of liquid financial assets plus an annual household income over US$75,000. Mass affluent ...
households tend to be more
right Rights are legal, social, or ethical principles of freedom or entitlement; that is, rights are the fundamental normative rules about what is allowed of people or owed to people according to some legal system, social convention, or ethical the ...
-leaning on fiscal issues but more
left Left may refer to: Music * ''Left'' (Hope of the States album), 2006 * ''Left'' (Monkey House album), 2016 * "Left", a song by Nickelback from the album ''Curb'', 1996 Direction * Left (direction), the relative direction opposite of right * L ...
-leaning on social issues. The majority, between 50% and 60%, of households with incomes above $50,000 overall, not all of whom are upper middle class, supported the Republican Party in the 2000, 2004, and 2006 elections. Those with postgraduate degrees in education statistically favor the
Democratic Party Democratic Party most often refers to: * Democratic Party (United States) Democratic Party and similar terms may also refer to: Active parties Africa * Botswana Democratic Party *Democratic Party of Equatorial Guinea * Gabonese Democratic Party * ...
. For example, in 2005, 72% of surveyed full-time faculty members at four-year institutions, the majority of whom would be considered upper middle class, identified themselves as liberal. The upper middle class is often the dominant group to shape society and bring
social movements A social movement is a loosely organized effort by a large group of people to achieve a particular goal, typically a social or political one. This may be to carry out a social change, or to resist or undo one. It is a type of group action and m ...
to the forefront. Movements such as the
peace movement A peace movement is a social movement which seeks to achieve ideals, such as the ending of a particular war (or wars) or minimizing inter-human violence in a particular place or situation. They are often linked to the goal of achieving world peac ...
, the
anti-nuclear movement The anti-nuclear movement is a social movement that opposes various nuclear technologies. Some direct action groups, environmental movements, and professional organisations have identified themselves with the movement at the local, nation ...
,
environmentalism Environmentalism or environmental rights is a broad philosophy, ideology, and social movement regarding concerns for environmental protection and improvement of the health of the environment, particularly as the measure for this health seek ...
, the anti-smoking movement, and even in the past with
blue law Blue laws, also known as Sunday laws, Sunday trade laws and Sunday closing laws, are laws restricting or banning certain activities on specified days, usually Sundays in the western world. The laws were adopted originally for religious reasons, ...
s and the
temperance movement The temperance movement is a social movement promoting temperance or complete abstinence from consumption of alcoholic beverages. Participants in the movement typically criticize alcohol intoxication or promote teetotalism, and its leaders emph ...
have been in large part (although not solely), products of the upper middle class. Some claim this is because this is the largest class (and the lowest class) with any true political power for change, while others claim some of the more restrictive social movements (such as with smoking and drinking) are based upon "saving people from themselves."


British upper middle class

The upper middle class in Britain traditionally consists of the educated professionals who were born into higher-income backgrounds, such as legal professionals, executives, and
surgeon In modern medicine, a surgeon is a medical professional who performs surgery. Although there are different traditions in different times and places, a modern surgeon usually is also a licensed physician or received the same medical training a ...
s. This stratum, in England, traditionally uses
Received Pronunciation Received Pronunciation (RP) is the accent traditionally regarded as the standard and most prestigious form of spoken British English. For over a century, there has been argument over such questions as the definition of RP, whether it is geog ...
natively. A typical Mosaic geodemographic type for this group would be cultural leadership. It is also usually assumed that this class is most predominant in the
home counties The home counties are the counties of England that surround London. The counties are not precisely defined but Buckinghamshire and Surrey are usually included in definitions and Berkshire, Essex, Hertfordshire and Kent are also often i ...
of
South East England South East England is one of the nine official regions of England at the first level of ITL for statistical purposes. It consists of the counties of Buckinghamshire, East Sussex, Hampshire, the Isle of Wight, Kent, Oxfordshire, Berksh ...
and the more affluent
boroughs A borough is an administrative division in various English-speaking countries. In principle, the term ''borough'' designates a self-governing walled town, although in practice, official use of the term varies widely. History In the Middle Ag ...
of
London London is the capital and List of urban areas in the United Kingdom, largest city of England and the United Kingdom, with a population of just under 9 million. It stands on the River Thames in south-east England at the head of a estuary dow ...
. Children of this group are often educated at a preparatory school until about 13 years old and then at one of the "major" or "minor" British public schools which will typically charge fees of at least £11,500 per year per pupil (as of 2013) followed by studying at post-graduation level.


See also

* ''
Bildungsbürgertum ''Bildungsbürgertum'' () is a social class that emerged in mid-18th-century Germany, as the educated social stratum of the bourgeoisie, men and women who had received an education based upon the metaphysical values of Idealism and Classical stud ...
'' * Black elite *
Bourgeoisie The bourgeoisie ( , ) is a social class, equivalent to the middle or upper middle class. They are distinguished from, and traditionally contrasted with, the proletariat by their affluence, and their great cultural and financial capital. They ...
*
Chungin The ''jungin'' or ''chungin'' () were the upper middle class of the Joseon Dynasty in medieval and early modern Korean society. The name "jungin" directly means "middle people". This privileged class of commoners consisted of a small group of p ...
*
Grand Burgher Grand Burgher aleor Grand Burgheress emale(from German: Großbürger ale Großbürgerin emale is a specific conferred or inherited title of medieval German origin and legally defined preeminent status granting exclusive constitutional privileg ...
*
Hipster (contemporary subculture) The 21st-century hipster is a subculture (sometimes called hipsterism). Fashion is one of the major markers of hipster identity. Members of the subculture typically do not self-identify as hipsters, and the word ''hipster'' is often used as a pe ...
* Professional–managerial class *
Upper class Upper class in modern societies is the social class composed of people who hold the highest social status, usually are the wealthiest members of class society, and wield the greatest political power. According to this view, the upper class is g ...
*
Yuppie Yuppie, short for "young urban professional" or "young upwardly-mobile professional", is a term coined in the early 1980s for a young professional person working in a city. The term is first attested in 1980, when it was used as a fairly ne ...


References


Citations


Bibliography

* * * * * * * *


Further reading

* * {{DEFAULTSORT:Upper Middle Class Middle class