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  1. Access to advice, investment recommendations, trade execution and other brokerage services based on the qualifications of your financial advisor. Requires your trade authorization. No ongoing monitoring or monitoring services. Per trade transactional fee on purchase and sell transactions.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  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. When you purchase an annuity through your Advisor, you pay fees directly to the issuing insurance company, the amount of which depends on the annuity type and features you select. For fixed

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