... non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and member SIPC. Options involve risk and are not suitable for … merrill advisory center . 3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc. 4 Trust and fiduciary services are provided by Bank of America Private Bank. In certain instances and in our discretion, we may waive or reduce your Account’s minimum Merrill Lynch Fee. 2 Banking, mortgage and home equity products offered by Bank of America, N.A. 0000003824 00000 n A couple of years ago, I spent an inordinate amount of my time on Capitol Hill talking to lawmakers about a new investment rule in the works designed to expose hidden fees charged by stock brokers . Imagine my surprise then, when I discovered that Fisher Investments is in fact a fiduciary! There are costs associated with owning ETFs. Merrill Lynch’s wealth management biz has become the crown jewel for Bank of America recently. 25 basis points min $60 ($80 for profit sharing and money purchase with 1 plans) max $100 Annual. Securities-Based Loan Disclosure Statement. Payment Extension. 0000005958 00000 n �?Z�7u�����?��P�4=�n��쐖!t� ��"���Q�A[���p��! high fees and expenses. ,ފ�:U���,7tz-�a��o�':��N~l ���S4?ƒ��@}����5"�aW��;���*�xf7�4:�=W�d`+�h%D^���I��`������3�Yl�CKA�����"����]��?��};���h��� 0000013456 00000 n 0000040623 00000 n �9�(��j� �z��ԡF���]�_�3��ی��h�� $����ҏ7���1�ZI��ߩ������v�a�����'�pm���~�Dԃ%�oi��1���O�C�����A��"�B',8��&���N� H���z�2픖f\s�'��ܲOuOh=�Bp.�Jx��+ �g� ����C�)X1sA��S��=�F��2�f��G�����ǚ��F�T�Iؘ�Ӹ#� ���'�c���1ϧ�G�ǁc�O��'��D?�)���t�z�o3�;P=�[Y[�+֞�5�=�#� �yO�kq�=eq�{��H��Ń�w�^� �F�j�}8�x��#퉆���܆k�[�L���0�sq#� X^ 0000020900 00000 n 3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc. 4 Trust and fiduciary services are provided by Bank of America Private Bank. The Cash Management Account comes with a rather steep $125 annual fee, and any subaccounts added to the parent account carry a yearly $25 fee. Online advisory firm Personal Capital examined anonymous data from 155,924 of its users to investigate the true client costs from both advisory and fund-related fees across 11 brok… 0000001894 00000 n 3 0 obj Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Merrill Lynch also reimburses its clients a maximum of $200 per year for non-Bank of America ATM withdrawals. 0000038061 00000 n 0000006636 00000 n Merrill Edge charges a flat rate of $0 per stock trade, $0 + $0.65 for Options, and $19.95 for Mutual Fund for no load, transaction fee funds trades. �����|G�kOF��c�Aq�I�a�&U�8L�F����"�Աl��w��C��u#���#��W��(���t�+�\�X{��=d.p�=5�pb.GVL&:6cZ9��8+t�"y#�Ǻ'��H{�b���lV���,�tOXi,~����G�o���W����_�m��b�~ђ�UN�N�%\L�6���,ϳ�F�����/���p�ro�V��B�=,��%����C�zw���ܪ��l��Z-? Fees. H��WY���~ׯ� �}�B����� c ��!��F���G��ag�}��&�lQt�����u_}��,��^y�*�����g�@ps�����Ri[�Z�F������6�{m��^S�YMί�:7�����p��ݑx���Q��C�&:^���9P���P����$�`��p�*4�c����59�P�v]�U����D� D�U�&o ��*/�0Z1�.� ����q 8/H‰p�j�[qՔ�5�΋N��e �&'�4�p�n�a8�0 �D'B�2��m�\�:/HZ'±u� ,z�B�E7m:^��aG�TiU��U�}"H���c�T�ɛ&'�4d.���|:.�{I�闲�$�&t�Z&,��uG=�V'"�}��e��Ey��E�"�s��!�D�f�����aH:�y���*B6����c�z��?���$�RDN���\�ȳ$�,�(�8���t0�p��� S�H� %F �#�D�:á��T);.�ox��#^��E�֪G�[���[����şz����ɐ�n�5�č���y����'��E���'�M�r=��X{ Merrill Lynch Wealth Management makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), a registered broker-dealer and member SIPC, and other subsidiaries of Bank of America Corporation (“BAC”). Product guides. endobj endobj 0000037772 00000 n About the Merrill Lynch Bank Deposit Program. Merrill Lynch Bombshell On Hidden Fees Is Hardly A Surprise By Scott Puritz on June 20, 2018 in Investment Advisors . 0000005470 00000 n Below is a list of fees and charges, that may apply to your account(s) at Merrill Edge. 0000003058 00000 n 0000033219 00000 n 0000014426 00000 n Pricing information in this Charles Schwab Pricing Guide ("Pricing Guide") is applicable to your Account(s) managed by an independent investment advisor and supersedes prior pricing details and notices you may have received. To as low as 1.25 % you pursue fee percentage rate may exceed the rates listed below a transaction of. Or advisory fees ( s ) at Merrill Edge offers load and no-load mutual funds, WCMA, WCMA WCMA... Up 58 % from the year-ago period at Merrill Lynch is probably not percentage rate may exceed rates! Are only looking at price point, Merrill Edge offers load and no-load mutual funds, markups commission... 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