Originally Posted by rudyr

I'd be interested in learning how I can do better with my CPC account. We have > $5m with them, with almost all of that under management. > $5m in accounts with Chase = < .65% management fee, so for us we're happy using an FA (he's technically independent, but still associated with Chase) since the fees are reasonable and truthfully he's managing our money way better that we would, especially from a tax perspective. He's also objective about our cash management, and we have > $1m at Live Oak since Chase accounts pay nothing.

Other than the pretty low cost fee for active management, we're currently refinancing a mortgage at a discounted rate of 2.25% for a 30yr.

So, I'm getting a.) good active management at a relatively low fee and b.) a cheap mortgage refi.

Is there anything else I could/should be asking for from my banker given my account level? We don't use any Chase credit cards aside from the Amazon one for purchases there. Regular cards in our wallet are Amex Plat, Fidelity (2% cash), Citi/Costco.