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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. 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.

  4. 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.

  5. 30 Οκτ 2024 · Merrill Wealth Management Fees. The minimum investment for Wealth Management services at Merrill Lynch is generally $250,000. Some programs have higher minimums, such as Premium Access Strategies, which offers tailored portfolios and charges management fees, requiring a $5,000,000 minimum.

  6. 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.

  7. 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.

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