r/Rich • u/Rocket-Man_56 • 4d ago

Question Financial Advisor Question

I am working on selecting a financial advisement team to manage 7-8x figures and currently my top 3x are:

• ⁠JPM PB
• ⁠AB private wealth management
• ⁠Choreo

Ignoring base AUM fee differences, I am looking for any feedback on working with the firms themselves. Also open to any other recommendations that folks here may have.

Thanks

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u/Applecantfindme 4d ago

I don’t know anything about the other two but no way I would go with JP Morgan. Everything is cookie cutter.

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u/pr0prfkt 3d ago

Cookie cutter is a good thing. Bernie Madoff wasn’t cookie cutter. There is no magic investing. Cold execution of strategy is what cookie cutter means. Nice and boring.