how good is JP Morgan Private Client
I am thinking of moving my old ira over to JP morgan for more active stock trading. Is JP morgan reliable and good? how are their fees compared to other investment banking options? Any other insights or suggestions or recommendations would be greatly appreciated aswell:) TC: 430k #finance #ira #401k #investmentbanking
Do you mean Chase Private Client (250k assets) or the proper JPM private banking (10M+) CPC is pretty good. Just insist on being self directed and you can avoid the 1.4% annual fee. You should get unlimited commission free trades
yeah i meant Chase Private Client . Thanks for the input .so i don’t necessarily have to stick to their portfolio products? i can self direct all of ira funds in stock myself?
As chase Private client you can use you invest for free, however has a limited platform. The real strategies come into play by using a private client advisor. They have access to the private bank strategies, that’s where the real benefit comes in. Fees are always negotiable. I’m happy to help, let me know if I can direct you to the right place.
@OP did you end up investing with CPC? They have reached out to me and clearly looks like a sales call
Just do both and compare and contrast /thread
what do you mean? i looking for reviews on JP morgan or alternatives recommendation