Assets Under Management
$829.7B
Number of Clients
1,330,770
Number of Advisors
25
Average Client AUM
$624K
AUM per Advisor
$33.2B
Compensation
Fee-Only (AUM)
Merrill Guided Investing is an online program offering investment advice and access to managed strategies. Clients complete an online profile to establish goals and select investment strategies. The program is suitable for clients comfortable with online access and limited investment choices, willing to pay an asset-based fee.
You'll pay an annual fee based on your portfolio size. Contact us at 877.444.0916 if you have any questions.
101 Hudson Street, Jersey City, NJ, 07302