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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.
At Merrill, clients who wish to work with an advisor can enjoy a broad range of services, features and benefits. 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.
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.
You can review the applicable materials below to help you understand your options and how we charge for advice, services and solutions, and discuss them with your advisor. The Client Relationship Summary (Form CRS) provides an overview of the types of services you receive.
While the Merrill Lynch statement is simple by design and intended to be easy to read, we’ve prepared this guide to explain its features and benefits and to answer any questions you might have. You can view your statements, your trade confirmations and this guide online.
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.
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.
