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.
It is typically $5,000,000 but if you're under that your financial advisor can probably get you approved for Charter if you ask.