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Old 11-16-2023, 03:44 PM   #7
Descant
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Join Date: Mar 2006
Location: Merrimack and Welch Island
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John is right: "It is lucrative as long as someone chooses to use them." There are a variety of benefits offered by different "wealth management" companies. I have a friend who says if you have a certain amount of assets at BNH you can join their travel club. They have taken several trips around the US and Europe with this group and are very pleased. Sounds like BNH isn't entirely wrong at what they do, but made gaffs in how they announced this recent change of direction.
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