Invest with Advisor
Talk to Merrill Edge
Financial Advisor
Financial Advisor
Call 1.888.ML.START (1.888.657.8278).
M-F, 8 a.m. to 7 p.m. (ET)
Or have us call you at a more convenient time
Schedule a Consultation 
Wealth Management
Have more complex needs or want to work with a dedicated Financial Advisor?
Generally for clients who plan to invest $250k+ with Merrill Lynch.
Want it All
Open a Self-Directed account you manage on your own plus an Advisory Center account for specific portfolio needs.
Merrill Edge Advisory Center.
Intelligent advice meets individual needs.
Intelligent advice meets individual needs.
If you'd rather get help managing your investments, and you have assets between $20,000 an $250,000, the Merrill Edge Advisory Center may be the most appropriate solution for you. This is where you'll find as much advice as you need to help identify and meet your personal investment goals.
Personal consultation for more financial control.
- Receive recommendations primarily in select mutual funds but also extended to equities, fixed-income securities and other investment options.
- Get a complimentary goal-based analysis that helps leverage strategies for reaching your goals.
- Stay on top of your investments with semi-annual portfolio reviews and continued access to professional advice and guidance.
- Securely access reports and portfolio information and, merrilledge.com, featuring free Advice-Alerts® and other easy-to-use tools.
Requirements and Fees
A relationship with the Financial Advisory Center is generally recommended for clients with assets over $20,000.
The pricing and account and service fees are based on the asset levels held in your accounts with Merrill Lynch. Please schedule a consultation for more details. Call 1-888-394-2216 or schedule a consultation.
The dialog begins with this simple five-step process.
- Goal discussion: Begin with a quick survey and a customized report from a Merrill Edge Financial Solutions Advisor.
- Strategy development: Based on findings in your report, you'll work with a Financial Solutions Advisor to ensure that your investments align with your goals.Activity monitoring: To help maintain a healthier portfolio, you'll receive free Advice-Alerts to proactively stay on top of your market and your portfolio.
- Activity monitoring: To help maintain a healthier portfolio, you'll receive free Advice-Alerts to proactively stay on top of your market and your portfolio.
- Progress tracking: Bi-annual Portfolio Reviews with a Financial Solutions Advisor will help you assess the performance of your portfolio and make informed adjustments.
- Ongoing Refinements: Our Financial Solutions Advisors will proactively check-in to discuss your investment strategy and potential portfolio refinements.
