Originally Posted by
mlad1101
I can't attest to the requirements for all of the levels but for Charter it is minimum of $5,000,000 invested with them. Maybe someone with experience can chime in about Select or Premier. I can't really give you a comparison of the two even though I used to use ML because my guy and his team moved from ML to UBS, so I've(very happily) been dealing with the same people at each.
The Private Bank at BofA is also $5,000,000 minimum. Is the Charter the highest or the lowest level?