TrueAdvisor
TrueAdvisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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Assets Under Management

$1511.1B

Number of Clients

1,738,212

Number of Advisors

24630

Average Client AUM

$869K

AUM per Advisor

$61.4M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Merrill Lynch, a subsidiary of BofA Corp., offers the Fiduciary Advisory Services Program (FAS) to help Plan Sponsors construct and maintain investment menus for participant-directed, defined contribution plans subject to ERISA. FAS offers non-discretionary or discretionary services through Designated Advisors. The program fee is negotiable.

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$1,000
Areas of Practice
Retirement Planning
Location

One Bryant Park, New York, NY, 10036

24630 Advisors at this firm

Ryan John Bowman
RB
Ryan John Bowman
Stephen C Poplaski
SP
Stephen C Poplaski
AH
Aairiona K Hayden-Ransom
AU
Aaron Andrew Ungerer
AO
Aaron a Osborn
AR
CFP
Aaron Benedict Romain
AG
Aaron Benjamin Ghelerter
AB
Aaron Blackburn
AB
Aaron Blackfelner
AC
Aaron Carter
AC
Aaron Chang
AC
Aaron Cole Clark
AC
Aaron Constante
AR
Aaron C Roehl
AW
Aaron Daniel Williamson
AT
Aaron Devon Thomas
AS
Aaron Edwin Smith
AF
Aaron Francis
AB
Aaron Frederick Berger
AG
Aaron Gaecke
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