Wealth Management

Investment solutions designed for you

With Bank of America banking and Merrill investing offering a range of solutions to help you manage your wealth, Find the investment approach that fits your needs.

  • Looking to work with an advisor?

    With Merrill Lynch Wealth Management, you’ll work closely with a dedicated advisor to help you create a personalized financial strategy.

     

    New to Merrill? Have an advisor contact you.

     

    Investment minimum: Generally $250,000

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  • Your investment goals, your way

    With Merrill Edge® Self-Directed you get personalized investing insights, guidance and digital tools to confidently put your investing ideas into action.

     

    No investment minimum

     

    With Merrill Guided Investing, an investment advisory program, you get the convenience of a professionally managed portfolio and the option to work with an advisor.1

     

    Investment minimum as low as $1,000; with an advisor as low as $20,0002

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  • Navigating more complex needs

    From trust and estate planning to philanthropy services and beyond, Bank of America Private Bank can help you and your family manage the complexities of substantial wealth.

     

    Investment minimum: $3,000,000

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Ready to talk to a Merrill advisor? Let us connect you to one.

Would you like us to contact you?

Investment minimum Generally $250,000

 

By providing your contact information above, you agree that a representative of Merrill, the Brokerage affiliate of Bank of America Corporation, may contact you via telephone and/or email to discuss and/or offer investment products and services that may be appropriate for you. You agree that you are providing to us your consent for us to contact you regardless of any Do Not Call or Do Not Email privacy choices you may have previously expressed until you revoke this consent, or up to 90 days. You may revoke your consent at any time by notifying the Merrill representative.

1 Please review the applicable Merrill Guided Investing Program Brochure (PDF) or Merrill Guided Investing with Advisor Program Brochure (PDF) for information including the program fee, rebalancing, and the details of the investment advisory program. Your recommended investment strategy will be based solely on the information you provide to us for this specific investment goal and is separate from any other advisory program offered with us. If there are multiple owners on this account, the information you provide should reflect the views and circumstances of all owners on the account. If you are the fiduciary of this account for the benefit of the account owner or account holder (e.g., trustee for a trust or custodian for an UTMA), please keep in mind that these assets will be invested for the benefit of the account owner or account holder. Merrill Guided Investing is offered with and without an advisor. Merrill, Merrill Lynch, and/or Merrill Edge investment advisory programs are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S") and Managed Account Advisors LLC ("MAA") an affiliate of MLPF&S. MLPF&S and MAA are registered investment advisers. Investment adviser registration does not imply a certain level of skill or training.

2 The Merrill Guided Investing program investment minimum is $1,000 for growth-focused strategies and $50,000 for income-focused strategies. The Merrill Guided Investing with Advisor program investment minimum is $20,000 for growth-focused strategies and $50,000 for income-focused strategies.