Enhanced customization and professional management for your portfolio
Your investments should reflect what you want to achieve for yourself, your family, and your legacy. If it’s right for you, the Merrill Lynch Investment Advisory Program offers clients a wide range of choices to help align their investments with their goals. And for clients with more complex needs, the program also offers a more personalized approach — the kind offered by Premium Access Strategies.
Much like a traditional Separately Managed Account, eligible clients who invest using these strategies get professional investment management and direct ownership of the underlying investments, as well as:.
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Enhanced personalization with the ability to request portfolio customization to help align your investments with your needs and goals. |
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Negotiable investment manager pricing by signing a separate agreement directly with the investment manager, to set terms, including investment management fee rates.1 |
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Investment manager access with the ability to periodically connect with our Chief Investment Office or third-party investment managers to discuss your investments. |
Premium Access Strategies are also fully integrated with your other Merrill Lynch
Investment Advisory Program accounts and each strategy is reviewed by our Chief Investment Office.
Premium Access Strategies are designed for clients with significant assets and more complex needs. As a result, to invest in these strategies, you must2:
- Have at least $5 million in combined assets at Merrill and Bank of America; OR
- Have over $10 million in investable assets, including assets outside of the firm.
Connect with a Merrill Private Wealth Advisor.
Related Solutions
1 For clients using Bank of America, NA to provide trust, fiduciary and investment management services, negotiation of management fees will be handled by Bank of America, NA and the investment manager.
2 For clients where Bank of America, NA provides trust, fiduciary, and investment management services, the minimum is $20 million in combined assets at Merrill and Bank of America, NA.
The Merrill Lynch Investment Advisory Program is an investment advisory program sponsored by Merrill. Merrill offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. All recommendations must be considered in the context of an individual investor’s goals, time horizon, liquidity needs and risk tolerance. Not all recommendations will be in the best interest of all investors. For more information about the Merrill Lynch Investment Advisory Program, including our fiduciary responsibilities, you may obtain a copy of the Merrill Lynch Investment Advisory Program Brochure by accessing the SEC website at www.adviserinfo.sec.gov.