![]() ![]() The services that you receive by investing through Merrill Guided Investing or Merrill Guided Investing with Advisor will be different from the services you receive through other programs. You may also be able to obtain the same or similar services or types of investments through other programs and services, both investment advisory and brokerage, offered by Merrill Lynch these may be available at lower or higher fees than charged by the Program. Managed Account Advisors LLC (MAA), Merrill’s affiliate, is the overlay portfolio manager responsible for implementing the Merrill Guided Investing strategies for client accounts, including facilitating the purchase & sale of ETFs and mutual funds in client accounts and updating account asset allocations when the CIO’s recommendations change while also implementing any applicable individual client or firm restriction(s). There is no guarantee that any specific fund or investment strategy will meet its investment objectives.ĢThe Chief Investment Office (CIO) develops the investment strategies for Merrill Guided Investing and Merrill Guided Investing with Advisor, including providing its recommendations of ETFs, mutual funds and related asset allocations. As with other investments, mutual funds and ETFs are subject to market conditions and other associated risks. To learn more about Merrill pricing, visit /pricing.ġDiversification, asset allocation and rebalancing do not ensure a profit or protect against loss in declining markets. There are costs associated with owning ETFs and mutual funds. Sales of ETFs are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. To learn more about Merrill pricing, visit our Pricing page. There are costs associated with owning ETFs. ![]() Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. $0 option trades are subject to a $0.65 per-contract fee. Free and $0 means there is no commission charged for these trades. ![]()
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