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  1. At Merrill, you can work one-on-one with your dedicated financial advisor to help you build a comprehensive financial strategy for an asset-based fee in an investment advisory program and/or for a per trade charge in a brokerage account, depending on how you choose to work with us.

  2. Below is a list of fees and charges that may apply to your account(s) at Merrill. The listed fees below do not include commissions, markups, commission equivalents or advisory fees. Some of these fees may be waived under certain conditions. Fees are subject to change.

  3. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties.

  4. costs and fees for investment activity for a Merrill Edge Self-Directed account. See https://www.merrilledge.com/pricing. . For example, if you purchase a corporate bond with a 5-year maturity for a principal amount of $50,0.

  5. Merrill advisors provide key resources and information to help you make informed decisions. Review our client relationship summary to learn more about fees.

  6. Below is a list of fees and charges, which may apply to your account(s) at Merrill. The listed fees below do not include commissions, markups, commission equivalents or advisory fees.

  7. 30 Οκτ 2024 · For advisory accounts, fees will not exceed 1.75% of assets under management. Some advisory programs offer even lower rates. Brokerage accounts come with annual flat fees ranging from $25 to $300, depending on whether the account is for personal or business use. These accounts do not offer commission-free trades.

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