Assets Under Management
$829.7B
Number of Clients
1,330,770
Number of Advisors
25
Average Client AUM
$624K
AUM per Advisor
$33.2B
Compensation
Fee-Only (AUM)
Merrill Guided Investing provides investment advice, guidance, and access to managed investment strategies through an online platform. It offers Growth-Focused and Income-Focused goals with tailored asset allocations and strategies. The program is designed for clients comfortable with online access and a limited set of investment choices.
101 Hudson Street, Jersey City, NJ, 07302