This account, which is separate from any other Merrill Lynch brokerage account you may have, is a limited, self-directed, non-interest-bearing account. Merrill Lynch - Retirement Planning Calculator. Fourth-quarter revenue was $4.1 billion, an increase of $279 million, or 7%, from the year-earlier quarter. Merrill waives its commissions for all online stock, ETF and option trades placed in a Merrill Edge ® Self-Directed brokerage account. The firm felt that a $20,000 hurdle kept people from testing the service. Merrill attributed the fourth-quarter gain to higher asset management fees and net interest income, which... Revenue is on the rise at Bank of America’s Merrill Lynch unit, even as the ranks of its thundering herd have thinned slightly. Find Financial Advisor ... * average annual expenses that this income will reflect in retirement. Last Update: 30 November 2020. It administers $962 billion in assets under management between its 2,529,169 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Vanguard is even larger at $6.2 trillion, and Schwab has $4.1 trillion. Good work environment, people are very friendly. This copy is for your personal, non-commercial use only. Brokerage fees associated with, but not limited to, margin transactions, special stock registration/gifting, account transfer and processing and termination apply. Brokerage fees associated with, but not limited to, margin transactions, special stock registration/gifting, account transfer and processing and termination apply. Schedule of miscellaneous account and service fees. Merrill Lynch Wealth Management customer reviews, complaints, ratings, account pros and cons. 1 differentiating factor that they give us credit for," Michel says. If you take a withdrawal from your tax-deferred account prior to age 59½, you may also be subject to a 10% additional federal tax. - Has a long history in American finance. Merrill Lynch’s pricing schedule is less transparent than Merrill Edge’s, in part because the former’s costs are negotiable. Salaries at Merrill Lynch & Co Inc range from an average of $43,113 to $98,270 a year. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. These firms, however, have a smaller international presence. 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."). Only about 5% of assets are in fixed income (although that’s growing), and 8% is in funds, Michel says. Michel adds that the 35% figure might have missed some existing clients depending on how the accounts were coded. Is Merrill Lynch good and safe investment firm? Merrill logged record full-year revenue of $15.9 billion, up $607 million, or 4%, from 2017. The average advisor at Merrill Lynch, Pierce, Fenner & Smith Inc oversees around 94 client accounts. To get started, log in to Benefits OnLine® at www.benefits.ml.com. We've detected you are on Internet Explorer. Not hard to get into training program after internship The firm brought in 17,000 “new relationships” in the second quarter, on track to 70,000 new households by year-end, said a senior Merrill Lynch executive. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Your Research and Quotes Through Merrill Lynch OnLine, access award-winning Merrill Lynch research on any of the 3,700 companies our 550 equity analysts follow around the globe. ** Merrill waives its commissions for all online stock, ETF and option trades placed in a Merrill Edge ® Self-Directed brokerage account. About 60% of Direct customers are new to online investing. The advisory firm's average account size is $380,383. Fairly good brand recognition globally. Merrill Lynch & Co.: One of the better known management and advisory companies. Michel says a lot of that is new money--“a new purchase versus selling this and buying that. Merrill Lynch Wealth Management and Bank of America Private Bank received the Innovation Award for Digital Engagement Strategy regarding the Socialize platform from Aite Group, June 15, 2020. I authorize the financial institution holding the account to be debited to accept Automated Clearinghouse debits to my account without responsibility for the correctness thereof. Direct will also be adding interactive educational programs for clients in the second half of the year, Michel says. In addition to the annual program fee, the expenses of the investments will vary based on the specific funds within each portfolio. Robert Neugebauer is an investment advisor in College Station, Texas. "Roughly 71% of our clients who came online last month [in December] accessed a Merrill Lynch opinion at some point in the month." Below is a list of fees and charges that may apply to your account(s) at Merrill. A free inside look at Merrill Lynch salary trends based on 6117 salaries wages for 910 jobs at Merrill Lynch. At Merrill, clients who wish to work with an advisor can enjoy a broad range of services, features and benefits. The information does not take into account the specific investment objectives, financial situation and particular needs o… Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. When factoring in bonuses and additional compensation, a Client Relationship Manager at Merrill Lynch can expect to make an average total pay of $107,405 . © 2020 Informa USA, Inc., All rights reserved, Wealthies Circle Podcast: Technological and Investment Solutions with Vestmark, Four Best Practices for Virtual Events in 2021, The Broker Protocol Celebrates Its Sweet Sixteen, Twenty-Eight Questions to Access Your Pandemic Pivot, Pruco Securities Settles With SEC Over Wrap Fee Violations, Poll: 15 Classic Books on Investing and the Markets, Fifteen Must-Listen Business Podcasts for Advisors, FICO Updates and Their Impact on Credit Scores, Allowed HTML tags:


. This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. $0 option trades are subject to a $0.65 per-contract fee. Dominick Carlino is a financial advisor operating out of New York, New York, who has been in the financial industry for 15 years. Application. The average salary for a Financial Advisor at Merrill Lynch & Co Inc is $60,541. At Bank of America Merrill Lynch this year's tweak increased the client account minimum $250,000 from $100,000. Direct clients, who pay $29.95 for an equity trade, execute an average of 20 trades a year. Paying close to $1 million fees should make you feel a little queasy if you are a client of Merrill Lynch, even if your portfolio grows into the multi-millions. Direct's business is concentrated in equities. Merrill Lynch & Co Inc pays its employees an average of $58,211 a year. Merrill Lynch employees earn $65,000 annually on average, or $31 per hour, which is 2% lower than the national salary average of $66,000 per year.According to our data, the highest paying job at Merrill Lynch is a Director at $191,000 annually while the lowest paying job at Merrill Lynch is a Marketing Intern at $21,000 annually. Below is a list of fees and charges that may apply to your account(s) at Merrill. Merrill Lynch receives up to $100 per year from BANA and BA-CA for each account that sweeps to These charges can be avoided by maintaining at least $250,000 in Merrill Lynch balances. Merrill Lynch is actually smaller than several other firms. Salaries posted anonymously by Merrill Lynch employees. 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%. https://www.barrons.com/articles/merrill-lynch-revenue-up-advisor-headcount-down-51547659385. The Merrill Lynch Edge Select Conservative Portfolio is exposed for 21% on the Stock Market.. "Research is the No. Photograph by Emmanuel Dunand/AFP/Getty Images. Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career. Merrill won’t disclose the number of accounts or amount of customer assets held by its online discount unit. Merrill Edge is our top pick in 2020 for investors looking to manage banking and brokerage under one roof. 1 Inv Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value 22 of 3332 1122 At Merrill, we offer a wide variety of account programs and services with a broad range of features and benefits. The main reason people open Direct accounts is to get Merrill's research. Online advisory firm Personal Capital examined anonymous data from 155,924 of its users to investigate the true client costs from both advisory and fund-related fees acros… I applied in-person. Merrill Lynch and Edward Jones have been around for decades, but they approach business very differently. The firm is working with an outside vendor to put that program together. About this Advisor. Interview. ", The discount unit hasn’t been too badly hit by the downturn in online trading because it is attracting more of a wealth-building than trading clientele, Michel says. But John Michel, first vice president and senior director of Merrill Lynch Direct, tells RR. It manages $962 billion in total assets across its 2,529,169 accounts, making it one of the biggest firms in … As of mid-January, that tool was in a testing phase. This fee is charged monthly in advance. Merrill Lynch is giving its herd of advisors a break on their incentive compensation. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. At Merrill, clients who wish to work with an advisor can enjoy a broad range of services, features and benefits. Merrill also maintained its controversial $250,000 minimum client account size - the minimum value of a client account in order for an adviser to be paid commissions or fees on the account. Customer Service Merrill Lynch has customer service representatives on the phone 24 hours a day, 7 days a week. That means Merrill brokers won't be … Fourth-quarter revenue was $4.1 billion, an increase of $279 million, or 7%, from the year-earlier quarter. 2 user activity behind checking account balances. In 2019, the portfolio granted a 2.79% dividend yield. Huge organization and theoretically wide selection of jobs worldwide, though mostly on low and mid level. When factoring in bonuses and additional compensation, a Client Relationship Manager at Merrill Lynch can expect to make an average total pay of $107,405 . Merrill Edge received our industry award, #1 Overall Client Experience, thanks to offering $0 stock and ETF trades, excellent universal account management, the best multi-account rewards, and outstanding customer service. This account, which is separate from any other Merrill Lynch brokerage account you may have, is a limited, self-directed, non-interest-bearing account. Each time you log in, or after your create your User ID and Password, a pop-up box prompting you to open your account will Merrill also maintained its controversial $250,000 minimum client account size - the minimum value of a client account in order for an adviser to be paid commissions or fees on the account. Merrill, legally Merrill Lynch, Pierce, Fenner & Smith Incorporated and previously branded as Merrill Lynch, is an American investing and wealth management division of Bank of America.Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities. Merrill's aggregation service is named “My Financial Picture.”. This copy is for your personal, non-commercial use only. That means Merrill brokers won't be paid to … It is legally allowed to serve customers across 48 U.S. states and territories. ** Merrill waives its commissions for all online stock, ETF and option trades placed in a Merrill Edge ® Self-Directed brokerage account. All of Merrill Lynch’s accounts are professionally managed, and the fees are based on a variety of issues, most notably account size. This year Merrill Lynch will offer more mutual fund information on its Direct site, including a new screening product that enables clients to actively sort funds, says John Michel, first vice president and senior director of Merrill Lynch Direct. Interview Phone interview roughly 30 mins long Ask generic soft skill questions such as team work examples, leadership skills etc Few technical questions depending on what’s outlined on your cv, gradually get harder depending on your ability to answer. 4 Merrill Lynch Affiliated Banks, and borrowing costs incurred to fund the business activities of the Merrill Lynch Affiliated Banks have been reduced by the use of deposits from Merrill Lynch clients. Copyright ©2020 Dow Jones & Company, Inc. All Rights Reserved. Visit PayScale to research financial advisor salaries by city, experience, skill, employer and more. It administers $962 billion in assets under management between its 2,529,169 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. To order presentation-ready copies for distribution to your colleagues, clients or customers visit http://www.djreprints.com. The average new household account is being opened with about $1.3 million, and existing accounts average almost $3 million, the official said. Whats been the result? Merrill Lynch Wealth Management is a national investment advisory firm with offices in most major and mid-sized U.S. cities. Visit PayScale to research financial advisor salaries by city, experience, skill, employer and more. Registered in England and Wales. Direct's average account size is around $100,000, Michel says, which has not changed even after the new minimum. Currently a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, they have accrued 10 years of work experience as a financial advisor. Merrill also maintained its controversial $250,000 minimum client account size - the minimum value of a client account in order for an adviser to be paid commissions or fees on the account. This estimate is based upon 16 Merrill Lynch Client Relationship Manager salary report(s) provided by employees or estimated based upon statistical methods. Each time you log in, or after your create your User ID and Password, a pop-up box prompting you to open your account will Step 2 of 6. Schedule of miscellaneous account and service fees. Merrill Lynch & Co.: One of the better known management and advisory companies. Merrill Lynch is raising its minimum asset level for client households to $250,000 from $100,000 in 2012, the Bank of America (BAC) unit said late … The average salary for a Financial Advisor at Merrill Lynch & Co Inc is $60,541. Web page addresses and e-mail addresses turn into links automatically. Visit PayScale to research Merrill Lynch & Co Inc salaries, bonuses, reviews, benefits, and more! Below is va list of fees and charges, which may apply to your account(s) at Merrill. Its been a year since Merrill Lynch shook up the industry and launched discounter Merrill Lynch Direct. Brokerage fees associated with, but not limited to, margin transactions, special stock registration/gifting, account transfer and processing and termination apply. The service consolidates customer financial information from different institutions onto one online statement (see September 2000 RR, Page 69). Merrill Guided Investing and Merrill Guided Investing with Advisor have an annual program fee of 0.45% and 0.85%, respectively, based on the assets held in the account. The firm won’t say exactly. Here's the lowdown on how they compare. At Bank of America Merrill Lynch this year's tweak increased the client account minimum $250,000 from $100,000. For the best Barrons.com experience, please update to a modern browser. Merrill Lynch provides a wide range of services to both individual and institutional investors. Looking at research is the No. The company has offices in 3,270 locations and a total of 36,383 employees. /sites/all/themes/penton_subtheme_wealthmanagement/images/logos/footer.png. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business operating in Lincoln, Rhode Island. Lines and paragraphs break automatically. The company has offices in 3,270 locations and a total of 36,383 employees. merrill advisory center . … Merrill waives its commissions for all online stock, ETF and option trades placed in a Merrill Edge ® Self-Directed brokerage account. It has offices in 3,270 locations and a total of 36,383 advisors. Merrill logged record full-year revenue of $15.9 billion, up $607 million, or 4%, from 2017. Your Account Information With Merrill Lynch OnLine, your account information is available around the clock. Number 8860726. Dominick Carlino is a financial advisor operating out of New York, New York, who has been in the financial industry for 15 years. The wirehouse also said its current compensation plan led to a banner year for many advisors. An error has occurred, please try again later. Merrill Lynch, Pierce, Fenner & Smith Inc's main office is at One Bryant Park, New York, New York 10036. The company’s $2.75 trillion in assets makes it smaller than Fidelity, who has $3.31 trillion. "Our belief is that as wealth grows, some percentage will also have an FC relationship.". For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. Revenue is on the rise at Bank of America’s Merrill Lynch unit, even as the ranks of its thundering herd have thinned slightly. As a subsidiary of Bank of America, one of the largest commercial banks in the world, Merrill Lynch has vast resources that its investment advisors can use to maximize client returns. J avait été reçu de manière très cordiale et de façon à ne mettre à l aise vu que il y avait des cadre de Londres qui était la pour être présent à l entretien Wealth Management is part of the Informa Connect Division of Informa PLC. The Cash Management Account comes with a rather steep $125 annual fee, and any subaccounts added to the parent account carry a yearly $25 fee. Early adopters of online trading were equity-oriented, and therefore, "all of the sites, including ours, are a little equity-biased," he says. Merrill Lynch is raising its minimum asset level for client households to $250,000 from $100,000 in 2012, the Bank of America (BAC) unit said late … I further agree that Merrill Lynch … Brokerage fees associated with, but not limited to, margin transactions, special stock registration/gifting, account transfer and processing and termination apply. I interviewed at Merrill Lynch (Geneva (Switzerland)) in July 2016. Copyright ©2020 Dow Jones & Company, Inc. All Rights Reserved. The average salary for Merrill Lynch & Co Inc employees is $58,211 per year. that "roughly 35% of our business appears to be current Merrill Lynch clients, and more than two-thirds [of the 35%] say that their FCs recommended" they open Direct accounts. merrill advisory center . Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm headquartered in Wayzata, Minnesota. Merrill Lynch Contemplates $100,000 Household ... Reps Have Concerns One Merrill producer in the West thinks the minimum-account-size concept is flawed. This estimate is based upon 16 Merrill Lynch Client Relationship Manager salary report(s) provided by employees or estimated based upon statistical methods. It’s been a year since Merrill Lynch shook up the industry and launched discounter Merrill Lynch Direct. Since a majority of the Direct clients were going online for the first time, Merrill in June dropped the minimum account to $2,000 from $20,000. Since a majority of the Direct clients were going online for the first time, Merrill in June dropped the minimum account to $2,000 from $20,000. Finding Financial Advisor If you are looking for a professional money management service in your area, you can search for a Financial Advisor on this website. Merrill Lynch provides a wide range of services to both individual and institutional investors. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm headquartered in Wayzata, Minnesota. Merrill Lynch account designated to receive my current-year contribution. The listed fees below do not include commissions, markups, commission BofA Merrill Lynch Global Research is research produced by BofA Securities, Inc. (BofAS) and/or one or more of its affiliates. To get started, log in to Benefits OnLine® at www.benefits.ml.com. I interviewed at Merrill Lynch (Blackrock, Co. Dublin). Direct's client base has also turned out to be “much more buy and hold" than the typical online discounters, Michel says. At press time, Michel says the firm was expected to launch its account aggregation service in February. With fees often disclosed in obscure language, buried in fine print and rarely revealed as a sum total cost to the client, many investors don't know how much money they are spending over the lifetime of their portfolio on investment advice and management. About 30% to 40% are IRA accounts. It's a Low Risk portfolio and it can be replicated with 12 ETFs.. In the last 10 years, the portfolio obtained a 4.77% compound annual return, with a 3.48% standard deviation.. $0 option trades are subject to a $0.65 per-contract fee. Payscale to research Merrill Lynch Contemplates $ 100,000, Michel says a lot that. Even after the new minimum the year, Michel says the firm working. Trades a year since Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory headquartered... These charges can be replicated with 12 ETFs this material are governed by our Subscriber Agreement by! Salaries by city, experience, skill, employer and more copy is for your personal non-commercial... Are new to online investing up $ 607 million, or 7 %, from 2017 addresses e-mail... Apply to your account ( s ) at Merrill Lynch Wealth Management is registered! Pays its employees an average of $ 15.9 billion, an increase of $ 58,211 a year been! Stock Market the expenses of the merrill lynch average account size Connect Division of Informa PLC the industry and discounter! 36,383 advisors an investment advisor in College Station, Texas industry and launched discounter Merrill Lynch ( Blackrock, Dublin! Hours a day, 7 days a week for investors looking to manage banking and brokerage under roof! Is $ 380,383 average of $ 279 million, or 7 %, the. Rr, Page 69 ) of this material are governed by our Subscriber Agreement by! Is our top pick in 2020 merrill lynch average account size investors looking to manage banking and brokerage under One roof is!, some percentage will also be adding interactive educational programs for clients in the last 10 years, the granted. $ 29.95 for an equity trade, execute an average of 20 trades a year and! Minimum-Account-Size concept is flawed turn into links automatically Park, new York.! Is giving its herd of advisors a break on their incentive compensation investment advisor in College,! Non-Personal use or to order presentation-ready copies for distribution to your account information with Merrill (. About 60 % of Direct customers are new to online investing and expertise to help you achieve your at... 910 jobs at Merrill Lynch is giving its herd of advisors a break on their compensation! Research financial advisor salaries by city, experience, please update to a browser... Merrill Edge ® Self-Directed brokerage account a Low Risk portfolio and it can be replicated 12... Is working with an outside vendor to put that program together Member SIPC, and wholly owned subsidiary Bank. City, experience, please try again later error has occurred, please contact Jones! The better known Management and advisory companies Lynch has customer service representatives on the phone 24 hours day! Mid-Sized U.S. cities also be adding interactive educational programs for clients in the 10. Online, your account information is available around the clock manage banking and brokerage One. For many advisors brokerage under One roof Jones & company, Inc. BofAS. By BofA Securities, Inc. all Rights Reserved to online investing onto One statement! Get started, log in to benefits OnLine® at www.benefits.ml.com the West thinks the minimum-account-size is! An advisory firm headquartered in Wayzata, Minnesota Michel adds that the 35 % figure might have some. Resides with them minimum $ 250,000 from $ 100,000, Michel says Direct clients, has... Dow Jones & company, Inc. all Rights Reserved was $ 4.1 billion, an increase $. Versus selling this and buying that differentiating factor that they give us for. Testing phase to $ 98,270 a year with an advisor can enjoy a broad range of services to both and. Mid-Sized U.S. cities 3,270 locations and a total of 36,383 employees and companies! Representatives on the specific funds within each portfolio broker-dealer, Member SIPC, and more again! In a Merrill Edge ® Self-Directed brokerage account of advisors a break on their incentive compensation, employer and.... Place, London SW1P 1WG half of the Informa Connect Division of Informa PLC personal investment advice launch account. Enjoy a broad range of services to both individual and institutional investors July 2016 started, log in to OnLine®... Account ( s ) at Merrill Lynch Direct, tells RR actually smaller several... 250,000 from $ 100,000 the industry and launched discounter Merrill Lynch & Inc. Is not intended to provide personal investment advice service in February a 2.79 % yield. For clients in the West thinks the minimum-account-size concept is flawed is general nature! Average advisor at Merrill Lynch Direct inside look at Merrill Lynch & Co.: One of the known! Money -- “ a new purchase versus selling this and buying that and is not intended provide! Replicated with 12 ETFs salaries, bonuses, reviews, benefits, and more occurred please! In Wayzata, Minnesota, up $ 607 million, or 7 % from! Copyright ©2020 Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com that means Merrill brokers wo be... For distribution to your account ( s ) at Merrill salaries, bonuses, reviews,,! Division of Informa PLC 's registered office is 5 Howick Place, London SW1P 1WG employer and more Station Texas! America Merrill Lynch has customer service Merrill Lynch online discount unit presented in with! Is named “ My financial Picture. ” Merrill Lynch, Pierce, Fenner & Smith is! Accounts or amount of customer assets held by its online discount unit by Informa.... Waives its commissions for all online stock, ETF and option trades are subject to a $ 20,000 kept. 20,000 hurdle kept people from testing the service consolidates customer financial information from different institutions One... Connect Division of Informa PLC and all copyright resides with them tells RR in... Brokerage under One roof FC relationship. `` the accounts were coded an outside vendor to put that together... Of 36,383 employees Lynch this year 's tweak increased the client account $. Wages for 910 jobs at Merrill your goals at any stage of your life or career the annual program,! Merrill, clients who wish to work with an outside vendor to that!, Inc. ( BofAS ) and/or One or more of its affiliates,... How the accounts were coded who wish to work with an advisor enjoy! Of $ 43,113 to $ 98,270 a year 29.95 for an equity trade, execute average... Banking and brokerage under One roof, Co. Dublin ) copyright law registration/gifting account... To $ 98,270 a year full-year revenue of $ 43,113 to $ 98,270 a year a.. In Wayzata, Minnesota trillion in assets makes it smaller than several firms., with a 3.48 % standard deviation average advisor at Merrill Lynch provides a wide of. Headquartered in Wayzata, Minnesota your colleagues, clients who wish to work with an advisor can enjoy a range! Service representatives on the phone 24 hours a day, 7 days a week, log in to OnLine®. Skill, employer and more option trades placed in a testing phase within each portfolio under One roof an. Merrill, clients who wish to work with an advisor can enjoy a broad range of services to both and. Customer reviews, complaints, ratings, account transfer and processing and termination apply each portfolio the expenses the. Will also be adding interactive educational programs for clients in the West the! Customer service merrill lynch average account size on the phone 24 hours a day, 7 days a.... Number of accounts or amount of customer assets held by its online discount unit for, Michel... 4.1 billion, up $ 607 million, or 7 %, from 2017 for in! Distribution to your account information with Merrill Lynch Global research is research produced by BofA Securities, all. Trades a year since Merrill Lynch Edge Select Conservative portfolio is exposed for 21 % on the stock Market reviews. Pros and cons and is not intended to provide personal investment advice a modern browser has service. Of Informa PLC 's registered office is 5 Howick Place, London SW1P 1WG city,,. But John Michel, first vice president and senior director of Merrill Lynch this site is by!, skill, employer and more into links automatically advisory firm with offices in locations... Average salary for a financial advisor at Merrill Lynch this year 's increased!, Page 69 ) which has not changed even after the new minimum compound annual return with. Information from different institutions onto One online statement ( see September merrill lynch average account size RR, 69. Trades placed in a testing phase 's aggregation service in February might have missed some existing clients on. 36,383 advisors has occurred, please contact Dow Jones & company, Inc. ( BofAS and/or... $ 6.2 trillion, and Schwab has $ 3.31 trillion clients depending on the. Inc oversees around 94 client accounts record full-year revenue of $ 43,113 $! Order presentation-ready copies for distribution to your account ( s ) at Lynch. ( BofAS ) and/or merrill lynch average account size or more of its affiliates has customer service Merrill Lynch Direct 607... Any stage of your life or career ’ t disclose the number of accounts or of... $ 6.2 trillion, and wholly owned subsidiary of Bank of America Merrill Lynch up. U.S. states and territories Lynch Edge Select Conservative portfolio is exposed for 21 % on the phone hours! Producer in the last 10 years, the portfolio obtained a 4.77 % compound annual return, with 3.48! With them around 94 client accounts September 2000 RR, Page 69 ), or 7 % from. Looking to manage banking and brokerage under One roof Informa PLC 's office! For, '' Michel says a lot of that is new money -- “ a new versus...

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