Merrill Lynch Flashcards
1
Q
Payout Comparison
A
2
Q
Additional Compensation
A
3
Q
Account Guide
A
4
Q
Account Fees and Waivers
A
5
Q
What is the call center for small accounts?
A
- Merrill Edge
6
Q
Merrill One Talking Points
A
- Bank of America’s new Managed Platform
- Must have all accounts in Merrill One by 2015.
- All accounts under $1mm have a minimum fee of 1.3%
- Advisors can go down to 1.2% but must take a 10% haircut
7
Q
A
