Elizabeth Praeger
Elizabeth Praeger is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Burlington, WI, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
2600 Browns Lake Dr, Burlington, WI, 53105
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Regulatory History (2)
Financial
September 2021Financial
August 2021Other Business Activities
Elizabeth is a consultant/independent contractor for both doTERRA (since 2018) and Mary Kay (since 2020), buying products for personal use and selling some. She dedicates minimal time to each activity.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Linsco/private Ledger CORP.Broker
Invest Financial CorporationBroker
State Registrations44 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.