Merrill, its affiliates, and financial advisors do not provide legal, tax or accounting advice. Their average advisory fee percentage is 1.30% and their average mutual fund and ETF expense ratio is 0.76% for a total fee of roughly 2%. Merrill Lynch Investment Advisory Program. BA from Tulane University and MBA University of Edinburgh, Scotland. Merrill offers a broad range of brokerage, investment advisory … Investing involves risk. You pay a customized fee subject to a maximum rate based on strategy type. Connect with an advisor and starta conversation about your goals. At Merrill Lynch, you can choose from one or more programs and services based on your individual objectives, investment style, need for ongoing advice and interest in particular solutions. 2 The Investment Advisory Program fee is a combination of the fee rate for our Services, referred to as the “Merrill Lynch Fee Rate,” and, if applicable, the expense rate for the Style Manager’s services with respect to each Style Manager Strategy in an Investment Advisory Program account, referred to as the “Style Manager … At Merrill Lynch, you can choose from one or more programs and services based on your individual objectives, investment style, need for ongoing advice and interest in particular solutions. www.ml.com Additional information is available in our Client Relationship Summary. 1 The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. Fees and commissions may vary, but hypothetically, an investor with $1 million in a fee-based retirement account at Merrill would be charged about 1%, or $10,000, annually. The data showed that Merrill Lynch had the highest average expense ratios on ETFs and mutual funds (0.68%) and the third highest average advisory … For more information, please see the Program Brochure. Give us a call at 1.866.706.8321 CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of BofA Corp. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory … The Fund bears reasonable expenses incurred in connection with the Fund's … Strategic Portfolio Advisor. You are eligible to enroll in the Preferred Rewards for Wealth Management program if you have an active, eligible Bank of America® personal checking or Bank of America Advantage Banking account and maintain a three-month average combined balance in your qualifying Bank of America deposit accounts and/or your qualifying Merrill investment … Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Clicking CONTINUE will take you to a website that PBIG is not affiliated with and may offer a different privacy policy and level of security. © var today = new Date(); document.write(today.getFullYear()); Bank of America Corporation. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. INVESTMENT ADVISORY PROGRAM FEES You pay us an IA Program fee (payable monthly or quarterly depending on the IA Program) based on the value of the assets in your account at the annualized fee rates listed below: • IAP – Advisor-based advice on, and access to, a full list of investments and managed strategies for a … At Merrill, you can choose from one or more programs and services based on your individual objectives, investment style, need for ongoing advice and interest in particular solutions. Throughout your relationship with us, you’ll have access to ongoing monitoring of your performance, periodic rebalancing and regular reviews so you’ll always know where you stand and can take advantage of new opportunities in the market. At Merrill, we believe that your investments should be a reflection of you—your life, your priorities, your goals. The banking, credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks. He has 25 years investment experience with senior positions at AXA, Union Bank of Tokyo, Nomura, Rothschild and Paine Webber. Footnote 13 Clients enrolled in Preferred Rewards receive a discount off the Merrill Guided Investing program's annual asset-based fee of 0.45%, and the Merrill Guided Investing with an Advisor and Merrill Edge Advisory Account programs' annual asset-based fee of 0.85% for any of their accounts enrolled in the respective advisory … The Investment Advisory Program provides you with the personalized attention of a Merrill Lynch financial advisor and access to the investment insights of Merrill Lynch all in service to your goals and priorities. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). Clients enrolled in Preferred Rewards receive a discount off the Merrill Guided Investing program’s annual asset-based fee of 0.45%, and the Merrill Guided Investing with an Advisor and Merrill Edge Advisory Account programs’ annual asset-based fee of 0.85% for any of their 215 accounts enrolled in the respective advisory … 1 Fiduciary Advisory Services is an investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”). “The Merrill Lynch One investment advisory program has been a tremendous success based on client experience and asset growth, and is ahead of expectations,” he said. 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