Anyone use Chase Private Client for Wealth Management?

Oath
OPnd70

Go to company page Oath

OPnd70
Aug 11, 2018 13 Comments

Anyone use Chase for wealth management and have had good experience?

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TOP 13 Comments
  • New
    Rocky$

    New

    Rocky$
    Waste of money. Just buy vanguard index funds.
    Aug 11, 2018 1
    • Oath
      OPnd70

      Go to company page Oath

      OPnd70
      OP
      Someone on blind said they had Chase and getting 28% returns for the last 5 years. How are they getting that through index funds?
      Aug 13, 2018
  • The only advantage of private client is better rates on home loan, free safe deposit box and better service in give branch. Their investment managers are the worst.
    Aug 12, 2018 3
  • Google
    edit

    Go to company page Google

    edit
    One aggressive seller at Chase branch was like - you don't know anything about investing - give it to us - we will grow it. It was literally aggressive and a little passive aggressive.

    I could have said in his face that you banks are crooks, but just exited to avoid making a scene.

    Banks will say 'strong buy' while they unload the stocks because they know it is tanking. So many banks were caught during the crisis doing this.

    Your best bet as the person above said is to invest in ETFs, bonds and balance out. You may as well screw up doing that than give these assholes power (that comes from money).
    Aug 11, 2018 0
  • Accenture / Product
    mb2018

    Go to company page Accenture Product

    PRE
    eBay
    mb2018
    No need unless you have a ridiculous amount of money and have other variables to consider. If that was the case, I would suggest someone else - my conversations with the Chase advisor did not instill confidence in their knowledge or skill.
    Aug 13, 2018 1
  • Amazon
    vr38dett

    Go to company page Amazon

    vr38dett
    The Intelligent Investor <--READ IT
    Aug 12, 2018 1