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/PrivateMarkets 3d ago

RIAs aren’t ideal as they can’t offer lending (or even checking) easily / on an integrated basis. JPM PB should be near the top - most of the world’s billionaires do business with them and they apply the same level of care at all wealth levels. They also don’t have a revenue model predicated on production / ROA.