Originally Posted by sfosin

He and his team is still there (for now). I think they're around 10 people managing $4B (and producing around $16M in revenue, so their fees are pretty thin)... so maybe it takes a bit more lead time to plan a move, haha.

FWIW, FRB PWM has been pretty easy to work with. I'm not paying any fees and they're managing a good amount above $10M. It's mostly in VUSXX, VCLAX, and T-bills (all of which are FRB-fee-free). My understanding is that they eventually want to make money off of me (e.g. they've proposed putting together a custom muni portfolio for 25bps), but they seem to be in no hurry to do so.

BTW, is there a credit limit on the JPM Reserve? That's the main reason I'm hoping to switch over; I'm constantly hitting my credit limit on the CSR (even after consolidating all my other Chase cards into it). The CSR takes a few days then to pay off and until then — I have to switch to a different card.