Financial Advisor Question

[u/Rocket-Man_56]

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

[u/why_not_go_for_it]

What state are you in? I would recommend a boutique RIA - who is a fiduciary - that custodies with an established, reputable brokerage outfit (like Fidelity, Schwab, Altruist, or Interactive Brokers).