Best-in-State · rank 43 · Huntsville, Alabama · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “firm":"Merrill Wealth Management"” — forbes_shook
- Parent company — Bank of America (medium)
- “Merrill Wealth Management is part of Merrill Lynch, a subsidiary of Bank of America” — firm_official
- Firm type — wirehouse (high)
- “Merrill Lynch Wealth Management is a full-service brokerage and wealth management subsidiary of Bank of America” — firm_official
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Book of business
- Team AUM ($M) — 629 (high)
- “"Team Assets (Custodied)":"$629M"” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “"Minimum account size for new business":"$500K"” — forbes_shook
- Typical client net worth ($M) — 3.5 (high)
- “"Typical Net Worth of Relationships":"$2-5M"” — forbes_shook
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- Custodians — not_applicable (high)
- “Merrill Wealth Management is a wirehouse brokerage firm, not an independent RIA” — firm_official
- Fee model — fee_plus_commission (medium)
- “Merrill Lynch Wealth Management operates as a full-service wirehouse offering managed accounts, advisory services, and commission-based brokerage” — firm_official
Positioning & marketing
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Visual brand
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