Overview
- Headquarters
- Jersey City, NJ
- Total Firm Assets
- $995.0 billion
- Average High-Net-Worth Client Portfolio Size
- $1.7 million
- Stated Minimum Account Size
- $20,000
Fee Disclosure
Source: MERRILL EDGE ADVISORY ACCOUNT BROCHURE (2026-09-18)
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Latest filing: MAA MLPFS 2A FOR SELECT PORTFOLIO SOLUTIONS (2026-09-18)
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Latest filing: MERRILL GUIDED INVESTING BROCHURE (2026-09-18)
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Latest filing: MERRILL GUIDED INVESTING WITH ADVISOR BROCHURE (2026-09-18)
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Latest filing: MERRILL LYNCH INVESTMENT ADVISORY PROGRAM BROCHURE (2026-09-18)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.85% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $8,500 | 0.85% |
| $5 million | $42,500 | 0.85% |
| $10 million | $85,000 | 0.85% |
| $50 million | $425,000 | 0.85% |
| $100 million | $850,000 | 0.85% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 65.23%
- Number of High-Net-Worth Clients
- 373,481
- Total Client Accounts
- 2,220,463
- Discretionary Accounts
- 2,220,463
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 142558
- MAA MLPFS 2A FOR SELECT PORTFOLIO SOLUTIONS (2026-09-18) · View brochure text
- MERRILL EDGE ADVISORY ACCOUNT BROCHURE (2026-09-18) (fee schedule source) · View brochure text
- MERRILL GUIDED INVESTING BROCHURE (2026-09-18) · View brochure text
- MERRILL GUIDED INVESTING WITH ADVISOR BROCHURE (2026-09-18) · View brochure text
- MERRILL LYNCH INVESTMENT ADVISORY PROGRAM BROCHURE (2026-09-18) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗