Does anyone have any direct (a.k.a. personal, first person) experience working with a J.P. Morgan Wealth Management Advisor?
How is it better than their general robo-advisor account?
How about other advisors, wealth management plans, or active management accounts with other financial institutions?
TC ~600k (before metacrash)
#personalfinance #personalfinance #investments
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I have had a JP Morgan Wealth Management advisor for almost 6 months. They just put my portfolio into a JP Morgan large cap growth fund. That's it.
I spoke with him a few times. He's a SVP in my local branch. But he didn't seem very knowledgeable. He is a YES person who just tells me what I want to hear.
He's charging me 1% annual fee. I'm taking my money out soon.
Just wanted to clarify in case people wonder if I put my entire portfolio there.
I chatted with one and had a very bad impression... Very pushy, fomo tactics, catchphrases, and a lingo that completely ignored that i was not born in this country...
If you really need wealth management, estate planning, tax planning advice go see a fee-only financial advisor a few times to build a plan, don't pay 1% AUM to get put in high fee funds that generate money for the manager and underperform the SPX.