Αποτελέσματα Αναζήτησης
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.
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.
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.
As a Merrill Lynch client, you receive a user-friendly monthly statement that gives you a snapshot of where you stand financially—across both sides of your balance sheet and within each Merrill Lynch account and product type.
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.
You should evaluate which solution is right for you considering your investment profile; your preferences on working with an Advisor you select or working on a self-guided basis; the types of services you want; the investment solutions available; and the Program fees. Investing involves risk.
