Personalized advice and investing with your goals at the center
At Merrill, we believe that your investments should be a reflection of you—your life, your priorities, your goals. That’s why we offer the Merrill Lynch Investment Advisory Program.
Personalized advice and investing with your goals at the center
At Merrill, we believe that your investments should be a reflection of you—your life, your priorities, your goals. That’s why we offer the Merrill Lynch Investment Advisory Program.
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. Through the Merrill Lynch Investment Advisory Program, you’ll have access to:A dedicated advisor who gets to know you
Disciplined investing
Clear pricing and ongoing monitoring
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A program designed around you
You’ll work closely with your dedicated advisor for personalized advice and managed portfolios that fit your long-term objectives. 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.
1The 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. 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 in¬formation should not be construed as investment advice and is subject to change. It is provided for informational purposes only and is not intended to be either a specific offer by Bank of America, Merrill or any affiliate to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available.
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 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.
