Suasion Web Picks:

Online Brokers for HNW Investors

 (minimum of $100,000 to invest)

 

Merrill Lynch Direct

  • Wide range of proprietary research.
  • Daily market commentary.
  • Latest opinion changes.
  • Unlimited Advantage Account over $100,000 offers:

­          Unlimited free trades.

­        The annual individual account fee for each enrolled account is generally waived.

 

JP Morgan Online

  • JP Morgan Private Banking clients have access to:

­          Expert recommendations and asset allocation plans. Advisors can create plans that customers can view online.

­          High-end planning tools such as multi-goal planners.

­          Easy to navigate site with lots of pertinent information.

  • DRAWBACK: Average Account is $20 million.

 

Harrisdirect

  • Free CSFB Research and Webcasts.
  • $20 Trades.
  • Easy site navigation.
  • Quick execution times.
  • Over 9,500 funds available for trading.
  • Market/economic news.
  • Account cash flow projections.
  • Unrealized gains/losses.
  • Access to hedge funds (accounts over $1,000,000).

Suasion Resources is a specialized firm that has provided financial services marketing consulting to the industry for the last two decades. Applying our unique approach to the art of persuasion, we have helped develop fresh innovative marketing approaches for many of the country's leading financial services firms. In the process, we have created some of the industry's best marketing practices. Our approach places at our clients disposal an uncommon level of both talent and technique in the areas of strategy formulation, creative development and implementation offered on a totally integrated basis from a single source.

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