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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.
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
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.
The Client Relationship Summary (Form CRS) provides an overview of the types of services you receive. It covers summary information about fees, costs and conflicts of interest, and provides you with information about us and our relationship. It covers both our brokerage and investment advisory programs and offerings.
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. Some of these fees may be waived under certain conditions. Fees are subject to change.
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.
