Best high-ish net worth brokerage/bank

Yext
iPqb56

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iPqb56
Jan 11 8 Comments

I have too many different accounts right now, want to consolidate into a single company to use as both a bank and brokerage. Preferably one that gives some perks for keeping balance with them, eg BAML's Preferred Rewards. Any thoughts?

#personalfinance #investments

TC: $410k

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