Best-in-State · rank 82 · Phoenix, Arizona · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “Merrill Wealth Management” — forbes_shook
- Parent company — Bank of America (high)
- “Merrill Wealth Management is a division of Bank of America” — firm_official
- Firm type — wirehouse (high)
- “Merrill Wealth Management is a wirehouse affiliate of Bank of America” — firm_official
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Book of business
- Team AUM ($M) — 710 (high)
- “Team Assets (Custodied): $710M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 12 (high)
- “Typical Net Worth of Relationships: $4-20M” — forbes_shook
- Client niche — generalist (medium)
- “Merrill Wealth Management serves a broad range of high-net-worth clients” — firm_official
- Custodians — not_applicable (high)
- “Merrill Wealth Management is a wirehouse; custody is provided by Bank of America” — firm_official
- Fee model — fee_plus_commission (medium)
- “Merrill Wealth Management advisors typically operate on a fee-plus-commission basis” — firm_official
Positioning & marketing
- Website url — https://www.merrilledge.com/ (high)
- “Merrill Wealth Management official website” — firm_official
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Visual brand
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