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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.
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.
Learn how Merrill offers $0 stock and ETF trades, low-cost managed accounts, and various services for different investing goals. Find out the fees and conditions for options, mutual funds, bonds, margin, and more.
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.
With Merrill Lynch Wealth Management, you’ll work closely with a dedicated advisor to help you create a personalized financial strategy. New to Merrill? Have an advisor contact you. Investment minimum: Generally $250,000
Work with a dedicated Merrill advisor to create a personalized investment strategy and adjust it as your goals and markets change. Learn more about the fees and services of Merrill Lynch Wealth Management.
Merrill offers a broad range of brokerage, investment advisory 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.
