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© var today = new Date(); document.write(today.getFullYear()); Bank of America Corporation. Fees based on individual transactions and/or other sales charges. Investing involves risk. Both brokerage and investment advisory services (including financial planning) are offered by the Private Wealth Advisors through MLPF&S. 4 Represents 55 bps investment advisory fee paid to GCMLP and 10 bps administrative services and sub-accounting fee paid to Merrill Lynch, subject to some exclusions. Investing involves risk. Advice tailored to your specific investment needs, A comprehensive financial strategy and recommendations to help grow and preserve your wealth, Choice to manage day-to-day investment decisions, or have your advisor do it for you, Investment professionals who draw from research and insights to help make sense of the financial landscape and markets, A broad selection of investment solutions, including custom managed portfolios driven by the thought leadership and methodologies of our Chief Investment Office, Investment recommendations consistent with your risk tolerance, liquidity needs, time horizon and goals, Ongoing performance monitoring to help keep you on track, Regular reviews, easy-to-read documents and a single agreement, An annual fee based on a percentage of the assets in your account. Other fees and expenses may apply. Give us a call at 1.866.706.8321 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. You should consult your legal and/or tax advisors before making any financial decisions. Merrill, its affiliates, and financial advisors do not provide legal, tax or accounting advice. Give us a call at 1.866.706.8321 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.”). For an annual asset-based fee, SPA clients receive (except as otherwise indicated) manager identification services, Merrill execution, Merrill custodial services, and other This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Merrill Lynch is the wealth management division of Bank of America. You pay a customized fee subject to a maximum rate based on strategy type. All rights reserved. Fees and commissions may vary, but hypothetically, an investor with $1 million in a fee-based retirement account at Merrill would be charged about 1%, or $10,000, annually. The Merrill Lynch Investment Advisory Program is an investment advisory service sponsored by Merrill. At Merrill Lynch, 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. With over over 17,000 financial advisors and $2.2 trillion in client assets Merrill Lynch is among largest full-service brokerage companies in the U.S. Visit Merrill Edge review for self-directed brokerage account review. Investment, insurance and annuity products: Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. CONVERSION PAINS This Brochure relates to the Merrill Lynch Strategic Portfolio Advisor Service (“SPA” or“Program”), an investment advisory service offered by Merrill. BofA Merrill Lynch Global Research was named the top global research firm in 2019 by Institutional Investor for the seventh time since the ranking began in 2011. Additional information is available in our Client Relationship Summary. If you choose a strategy managed by an investment manager, you will also pay a style manager fee. 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. Investments involve risk, including the possible loss of principal investment. Where do I find more information? INVESTMENT ADVISORY PROGRAM FEES You pay us an IA Program fee (payable monthly or quarterly depending on the IA Program) based on the value of the assets in your account at the annualized fee rates listed below: • IAP – Advisor-based advice on, and access to, a full list of investments and managed strategies for a … The banking, credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.  MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. 9am – 9pm Eastern, Monday – Friday, Personalized advice that is focused on your goals. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. This in­formation 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. Merrill Lynch INVESTMENT ADVISORY PROGRAM WRAP FEE PROGRAM BROCHURE Please retain for your records . Their average advisory fee percentage is 1.30% and their average mutual fund and ETF expense ratio is 0.76% for a total fee of roughly 2%. SEC Share Class Selection Disclosure Initiative. 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. 9am – 9pm Eastern, Monday – Friday, Personalized advice that is focused on your goals. SEC Share Class Selection Disclosure Initiative. The Merrill Lynch Investment Advisory Program is an investment advisory service sponsored by Merrill.Merrill offers a broad range of brokerage, investment advisory and other services. Advisory firm Personal Capital examined data from 155,924 of its users to see how much customers pay in both advisory and mutual funds/ETFs fees at top 11 full service brokerage houses. Merrill Lynch Investment Advisory Program. Through the Merrill Lynch Investment Advisory Program, you’ll have access to: A dedicated advisor who gets to know you This fee applies if you chose a Style Manager Strategy, and … MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. 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 … The data showed that Merrill Lynch had the highest average expense ratios on ETFs and mutual funds (0.68%) and the third highest average advisory … A full discussion of fees is included in the Fund’s prospectus. BA from Tulane University and MBA University of Edinburgh, Scotland. At Merrill Lynch, 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.. 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 … Connect with an advisor and starta conversation about your goals. You should consult your legal and/or tax advisors before making any financial decisions. “The Merrill Lynch One investment advisory program has been a tremendous success based on client experience and asset growth, and is ahead of expectations,” he said. That’s why we offer the Merrill Lynch Investment Advisory Program. 1 The 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. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees … 1 Fiduciary Advisory Services is an investment advisory program sponsored by Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”). Bank of America Adds 40 Model Portfolios to Merrill Lynch Investment Advisory Program New Investment Manager Model Portfolios Offer Clients More Choice and Flexibility, With Guidance From the Company’s Chief Investment Office. The banking, credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks. 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.”). The Fund bears reasonable expenses incurred in connection with the Fund's … Bank of America Coronavirus Resource Center, Advice tailored to your specific investment needs, A comprehensive financial strategy and recommendations to help grow and preserve your wealth, Choice to manage day-to-day investment decisions, or have your advisor do it for you, Investment professionals who draw from research and insights to help make sense of the financial landscape and markets, A broad selection of investment solutions, including custom managed portfolios driven by the thought leadership and methodologies of our Chief Investment Office, Investment recommendations consistent with your risk tolerance, liquidity needs, time horizon and goals, Ongoing performance monitoring to help keep you on track, Regular reviews, easy-to-read documents and a single agreement, An annual fee based on a percentage of the assets in your account. Clicking CONTINUE will take you to a website that PBIG is not affiliated with and may offer a different privacy policy and level of security. You’ll work closely with your dedicated advisor for personalized advice and managed portfolios that fit your long-term objectives. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill’s obligations will differ among these services. At Merrill Lynch, 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. 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. 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