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The Vanguard Personal Advisor annual service fee is 0.30% of the managed assets. The Merrill Guided Investing annual service fee is between 0.45% and 0.85% of the managed assets and is assessed based on your balance each mo...
Merrill Guided Investing is an Investment Advisory Program7 For illustrative purposes only NEW $0 program fee for 6 months for new enrollments14 MUST USE OFFER CODE: 6FREE **Conditions and other fees apply #1 Overall Client Experience Merrill Edge Self-Directed was awarded No. 1 Overall Client ...
Clients enrolled in Preferred Rewards receive a Preferred Rewards discount off the Merrill Guided Investing program's annual asset-based fee of0.45%, and the Merrill Guided Investing with Advisor and Merrill Edge Advisory Account programs' annual asset-based fee of0.85% for any of their accounts en...
Guided Investing has what I think is a high annual base fee of 0.85%, but there are introductory offers and discounts based on your Preferred Rewards tier (see below). Guided Investing isn’t intended for clients with advanced planning needs....
1Please review the applicableMerrill Guided Investing Program Brochure (PDF)orMerrill Guided Investing with Advisor Program Brochure (PDF)for information including the program fee, rebalancing, and the details of the investment advisory program. Your recommended investment strategy will be based solely on...
The Merrill IRA or CMA may be a Merrill Edge Self-Directed account, Merrill Edge Advisory account, Merrill Guided Investing account or Merrill Guided Investing with an Advisor account. You may be eligible for a different or better offer. Please contact us for more information. Offer Limitations:...
Fee also waived if you use your card to obtain foreign currency from an ATM. VISA or MasterCard converts the transaction into a U.S. dollar amount, and the Foreign Transaction fee is applied to that converted U.S. dollar amount. 11. Merrill Guided Investing Program. Please review the ...
34) CMA Accounts enrolled in an investment advisory program (such as Merrill Guided Investing), will be assigned to Tier 6 in the Merrill Lynch Direct Deposit Program for the purposes of determining the interest rate. All other accounts will be assigned to the standard tier with the Mer...
Thousands of no-load, no transaction fee mutual funds. Bonds: corporate, municipal, treasury, CDs. Multi-leg options. Robo-advisory is integrated into the website and mobile app. You read our review for Merrill Guided Investing.Order Types Merrill...