Over the years, we've moved funds to various brokerages to take advantage of bonuses, and now have a mix of joint and individual accounts at a few - Vanguard, Fidelity, Chase, Etrade.
Total assets are ~$15M range. Very simple needs - all index funds, no trading, and no plans to borrow. We do travel a lot, and international ATM fees refunded by Chase add up to dozens of dollars every year. And we are about to move substantial funds to Etrade for various reasons, so a fee-free Amex Plat will be nice.
Other than that, not sure what I should be looking for. Any other benefits that firms might offer HNW/ rising UHNW clients?
Total assets are ~$15M range. Very simple needs - all index funds, no trading, and no plans to borrow. We do travel a lot, and international ATM fees refunded by Chase add up to dozens of dollars every year. And we are about to move substantial funds to Etrade for various reasons, so a fee-free Amex Plat will be nice.
Other than that, not sure what I should be looking for. Any other benefits that firms might offer HNW/ rising UHNW clients?
Statistics: Posted by sp226 — Sun Aug 25, 2024 6:50 am — Replies 6 — Views 531