Chase Private Client
Has anyone used Chase Private Client to manage their investment portfolio? Any feedback on their portfolio performance?
Protip - you can get CPC without needing them to manage your money. Bam, just saved you 1.4% every year
How? Just sign up online? Thanks for the tip!
Back in the day (before Chase launched You Invest, you had to be explicit about telling the JPM investment advisor that you want it self directed) Nowaday it's prolly easier to go to a branch and talk to the CPC banker about setting things up Before you do it, check doctorofcredit for promotions. If timing isn't urgent for you, you can maximize by using the $600 bonus to open a regular account, then get targeted for the Chase Sapphire Banking bonus points, then get targeted for CPC bonus
Yes- they are fantastic. As for my portfolio it’s performed well. 120k currently managed by Chase Private Client. Obviously I recommend finding a bank that’s suited to the different variable level of needs per person.
Thanks! What do you mean by a bank being suited for their needs? As in — a savings/CD bank/account for the conservative individual vs a person who can let the money run on stocks/index funds without touching it for 10+ years? I am in the latter position.
May I also ask how long you have been with them?