Chase Private Client

Microsoft finance101
May 30 14 Comments

Has anyone used Chase Private Client to manage their investment portfolio? Any feedback on their portfolio performance?

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TOP 14 Comments
  • Amazon DsAf82
    Why not dump your money into Vanguard and save on the fees.
    May 30 5
    • Microsoft finance101
      OP
      I would like to diversify
      May 30
    • Amazon DsAf82
      In what exactly? Vanguard has plenty of low fee mutual funds to pick from
      May 30
    • Microsoft finance101
      OP
      CPC and other portfolio managers buy Vanguard too but they also buy other funds. Plus, I have some of my 401k invested in Vanguard funds.
      May 30
    • Amazon DsAf82
      Just be cautious of fees. I'm just a random person on the internet, but you don't want to get fleeced with their management fees.
      May 30
    • Microsoft finance101
      OP
      I know, thank you 😊
      May 30
  • GoDaddy Hd72id
    Protip - you can get CPC without needing them to manage your money. Bam, just saved you 1.4% every year
    May 30 3
    • Microsoft finance101
      OP
      How? Just sign up online? Thanks for the tip!
      May 30
    • GoDaddy Hd72id
      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
      May 30
    • Microsoft finance101
      OP
      Thanks :)
      May 31
  • New .ly
    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.
    May 30 3
    • Microsoft finance101
      OP
      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 30
    • Microsoft finance101
      OP
      May I also ask how long you have been with them?
      May 30
    • Facebook public2
      They must be slipping, the min used to be 500k
      May 30