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re: Chase private client services
Posted on 9/24/15 at 12:32 am to Old Sarge
Posted on 9/24/15 at 12:32 am to Old Sarge
If you do a lot of banking, being a chase private client is awesome, there are a ton of useful perks and benefits.
Having them manage your portfolio at the rates they charge is not really one of the great benefits. You are better off putting your money in an index fund.
Do you want to become a chase private client for the banking benefits/relationship? Or are you just interested in using their wealth management team and investing strategy?
Having them manage your portfolio at the rates they charge is not really one of the great benefits. You are better off putting your money in an index fund.
Do you want to become a chase private client for the banking benefits/relationship? Or are you just interested in using their wealth management team and investing strategy?
1
Posted on 9/24/15 at 6:59 am to 632627
quote:
Or are you just interested in using their wealth management team and investing strategy?
This^^^^
I don't think the benefits of a private client relationship by itself are really that big. You get a number you can call and get immediate help if you lose a credit card. You get much higher limit on your debit card.
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