Reply to Where do you bank if you have a high net worth?

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[quote=Anonymous]We use JPMorgan private client. We have a dedicated financial advisor who we love. But if he retired I'm not sure what we do. We stay primarily for him. JPMorgan in general has gotten less competitive on rates, IMO, since the pandemic when so many people raced to pull their money out of regionals and riskier banks, and flocked to Chase.

Yes, to the free accounts, free safe deposit box, free transfers of all kinds. All overdrafts are covered--I think it's called overdraft protection. (We have never tested this one, but it's a perk.) Reduced mortgage rate, however, it is reduced on the rate they are offering, not on competitive offers. (At least that was how it was a couple of years ago when we were buying. We ended up paying cash instead.) When we bought another house in 2018 they had competitive rates, off of which we got the reduced %.

I personally feel that while the free stuff is important, the most important thing to me is the personal banker who can manage things as needed.  [/quote]

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