Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 5214

Personal Finance (Not Investing) • Best brokerage for HNW clients?

$
0
0
With an account over $10mm, Schwab will pay $1000 per year towards their plat Amex. Effectively, they pay you to take it. Much easier than the ETrade/morgan offer where you need $25k in a non interest checking account.

I’d also suggest $100k at Merrill and their premium rewards card for 2.625% back on regular spend.

I make sure to carry cards from at least two institutions in case there is a problem with one of them.

Statistics: Posted by BuddyJet — Sun Aug 25, 2024 2:46 pm — Replies 15 — Views 1329



Viewing all articles
Browse latest Browse all 5214

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>