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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.
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.
If you want hands off investing with basic services like tax loss harvesting, allocation based on risk profile, rebalancing etc and market returns, just use a low cost roboadvisor (.15% AUM to .35%) and they usually have promotions where the first $5000 to $25000 is free.
4 Οκτ 2024 · What fees do Merrill Lynch offer? Merrill Lynch fees vary according to the services provided. Clients who choose to work with a Merrill Lynch financial advisor pay customized annual fees determined by the assets invested in their investment advisory accounts, alongside a Merrill Lynch fee rate.
30 Οκτ 2024 · 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.
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.
