0000041397 00000 n ��+����`{��{f:�,%1��`� 0000037553 00000 n ��>j8�N�A'�&������;c*Т����\���=�{J��DМ�� ����u�HpgԴH�z}E��W?��~�k�suƯ^�l�9�`|u���H*b'��s���E��f!B�ͬ"3m�̨G�2��i*�Z�\�P~r����"�$�8,�pQ�J�LvvA��x�DD����L�nǐ��[�~w#O��V��ܑ�W�Cl4��%�Yg5���c�+�l6�ű�(4�_���[�>����x"���$,D�l�W����o% U=���'W�A/�#�T�*z*�s� The maximum rates charged for the Merrill Lynch Fee Rate are 2.20% of AUM for accounts below $5 million and 2.00% of AUM for accounts of $5 million or more. Merrill Lynch’s wealth management biz has become the crown jewel for Bank of America recently. A broker or wealth manager like you would find at Merrill Lynch is probably not. �����|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-? There are costs associated with owning ETFs. Bank of America customers get unique perks with Merrill … 0000004190 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. 0000005470 00000 n 758 0 obj <> endobj xref 758 47 0000000016 00000 n 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.”). Mutual Fund Investing 0000041070 00000 n )��pP�wT�z�aA��PBT7 endobj 0000003058 00000 n Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. Imagine my surprise then, when I discovered that Fisher Investments is in fact a fiduciary! The Merrill Lynch bull is seen at Merrill Lynch offices in New York City. No-load mutual funds have no transaction fees, except when mutual fund shares held for 90 days or less are exchanged or redeemed. 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 listed fees below do not include commissions, markups, commission BIA, WCMA, WCMA SUB 1 free per month/ $5 per statement thereafter Transactional. 2 Banking, mortgage and home equity products offered by Bank of America, N.A. 0000011044 00000 n 2 0 obj 1 Minute Review. 0000006636 00000 n �?Z�7u�����?��P�4=�n��쐖!t� ��"���Q�A[���p��! Prototype plan fee,$50 per plan type (profit sharing and money purchase) Annual (Plan Sponsor Only) Duplicate Statement. Please read this important information carefully. 1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Merrill Edge offers load and no-load mutual funds. Fees. merrill advisory center . Merrill Lynch managed account fees schedule, commissions, broker stock trading cost, annual and IRA charges, online investing account pricing. 0000024372 00000 n :��dH3�!M�!��p9Ż%A��|�'���+�wէa�CH�V*��[��[E��$C�c��7�Q���z^а�h��0�xv]?�]�I��On��{�#6�W���輙����/�.ovC2s�v�� ��Q��EI�~���# �#�"譟NW޻'�M�^�"t��ٜLuK��g��n��+m|h,S� C�Q��2��a��N�ޫ'.�o]վ����5�N�}?���E���&���)�����旐:���x�kH0����W���fahy���P�P�{)5�C�9�*�������Š� ���yV�t�@�`K�6Ő���I�1��{-ޣ�4��p�8�f%D�2/x�����0�;����qrZ�J���E��b@4���L_�3��ј/6�#q��p{��xaF� �~Z�ݔ�� nW�6�a��[>{�m~�W�h2��֙�f6�Ua�ц'#Nb K�/%oט�,G �!�M-�/3�G٢t�����"Z���H�����iCHmo� ��eWıڲ4�t���m҉�����=Y���K��F�w��ߩ0&\� ��xc��)�m���wܲ���}��Ph����0Dx��;R����v}�A���wd.�fp����V���l^R�k�{�~�=x�}$�R�V��\�0v���¸��ݷk4lW�v �oF��E������B��h'в��B��FѬ��F�ߪ���[Q�z#�np�N^*4��Fk��i�-��m�_ (t�,ߩ~ӝ��~"�l�����#��l�89 �;�o�7��-��~�+�z���0�T����#��O7�$ 0000008969 00000 n 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. h�b```f``�f`c`�id`@ V�(������30\�a�l,�l�,N2�.����ѽ��j���qXFGGL13����� 1��̽��6�E��Y�8u�D�2�g��×�������Ȝ���i��E��� m�=�w�3�.NI���l�c�`8�a���mQ�C-C?��z �����f`�]�9�6��EUXx�4#o 0 ��5O endstream endobj 803 0 obj <>/Filter/FlateDecode/Index[38 720]/Length 46/Size 758/Type/XRef/W[1 1 1]>>stream About the Merrill Lynch Bank Deposit Program. endobj At Merrill, clients who wish to work with an advisor can enjoy a broad range of services, features and benefits. 0000004011 00000 n Each client will negotiate a Merrill Lynch Fee Rate with his or her advisor that is less than the maximum rates set by Merrill Lynch. 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