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Old Jul 5, 2024 | 5:27 pm
  #8  
SteveT
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Join Date: Jun 2002
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Originally Posted by Seby12
Can you do this with a 100% self directed account with no AUM Fees?
Here is a link to Dr. Jabadski post about their meeting with JPM Wealth Advisors. They seem to be agreeable with self directed accounts, but every JP Morgan Wealth Advisor Group is different, so YMMV.

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