It's under the "Want to waive the $95 Monthly Service Fee?"

Seems like there are lots of threads on these topics and comparisons

Had a regular meeting with my CPC investment contact last week. Was great as always.

Ahem, could you describe what was great????

The investment strategies he suggested, the returns I have made consistently since working with him. The tax offsets he found for me. Basically I am a very satisfied customer

That's about 180 opposite my experience with CPC. While I like my advisor, he simply made cookie-cutter allocations to US index funds, which produced average returns.Thus I found the fee of 1.35% AUM to be excessive. His successor (not at CPC) who actively manages the acount has done far better in a shorter time period, and for a lower fee.

Sorry your experience has been less than stellar. I am very happy and only paying .75%

Because there would literally be no reason for them to decline. If they disagree with that, we would be so fundamentally off that I would not longer chose to bank with them

What happens when your balance goes below 150k?

I have not idea how Chase handles something like that.

How much are you keeping invested that it is costing you 1.35%

$0 since 2022. Wish I had left sooner. :(

I recently (fall of last year) had an advisor from JPM offer us 50 basis points. We opted not to go with them because he said "yes" to everything we asked for - even for things I -knew- would be difficult/impossible to get for us. Simply seemed to be too good to be true.

I just found out that advisor is no longer there, so we dodged a bullet.

For the first few years they really need to build their book before they stop getting a salary. Seems like many will promise you the world to get you to sign on - whether they can provide it or not.

What were you asking for that he promisd but you knew he could not deliver. Bit confusing.

You could not have had much invested if you were paying 1.35% or you were not good at negotiating it. Something way off here