met with them and they were professional, but decided to go else where. They seem almost too big.

Very smart and attentive people. They contact me every time there are unusual movements in the markets to suggest what they would do about it. I must be one of their smaller acounts, but they have never made me feel second class.

What is wrong with a clearly communicated minimum investment ? Better than learning later the hard way that you are just not important in the daily business. Overall my relationship has been good. But a susual it depends on the adviser...in my case I think it does not matter if it is JPM or Goldman...my guy is just good.

arrogant folks, refused to talk to me. have a minimum threshold of 10m or something. I guess its gone down now hahahaha