High Net Worth Brokerage Services
I am looking for insight on the different brokerages and what they offer as incentives to attract high net worth customers. For example, I am with Fidelity now and they offer free consultations, low commisison trades, special customer service, etc. With Vanguard, I received a once-per-year free annual portfolio review. What about the others - Schwab, Edward Jones, E-Trade, or even the full service brokers?
Overall, I like my service from Fidelity, but I wanted to see if I'm missing anything somewhere else.
Retired on 5/31/2011 at 54