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Merrill Lynch Investment Advisory Program

I want personalized advice and investing with my goals at the center

At Merrill, we believe that your investments should be a reflection of you – your life, your priorities, your goals. One of the investment approaches available to you is the Merrill Lynch Investment Advisory Program.

 

If the Merrill Lynch Investment Advisory Program is right for you, you will have access to personalized advice through your dedicated financial advisor. It offers you:

 

  • A broad selection of investment solutions, including individual funds, equities and fixed income securities
  • Access to strategies managed by us and from approved investment managers
  • Ongoing monitoring of your investment advisory account
  • Choice to maintain control of day-to-day investment decisions or delegate them to your advisor, Merrill or a third-party investment manager
  • A customized and negotiated annual fee, based on your assets

An integrated view of your wealth

As a Merrill Lynch Investment Advisory Program client, you will also have access to Wealth Overview to give you deeper insights into your relationship with us. You’ll see your Wealth Overview in the report that Merrill provides to you through the Merrill Lynch Investment Advisory Program. It is also available in a personalized video that your advisor can share with you.

 

It combines information from your banking, brokerage and investment advisory accounts, as well as accounts at other firms that you have shared with your advisor. It also provides additional insight into your Merrill Lynch Investment Advisory Program accounts, which includes holdings, performance and investment profile information.

 

 

It all starts with a conversation

You can choose from a range of ways to invest based on your individual objectives, investment style, need for ongoing advice and interest in particular solutions. Refer to the Client Relationship Summary to learn more about the different ways you can work with a Merrill advisor to pursue your goals.

 

To evaluate your options and determine if the Merrill Lynch Investment Advisory Program may be right for you, schedule a discussion with your advisor.

 

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1The 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 a Program account, referred to as the “Style Manager Expense Rate,” and is expressed as a percentage of assets, applied monthly to an Investment Advisory Program account. Other fees and expenses may apply. Subject to our sole discretion, we may consider, in addition to the assets in your Investment Advisory Program account, certain assets and liabilities at Merrill Lynch held by you or others in determining the applicable Merrill Lynch Fee Rate from month to month. For more information, please see the Program Brochure.

 

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