Managed Portfolios

Investment Choices Overview > Managed Portfolios

Stay on track with a professionally managed portfolio

Work with a Merrill Edge Financial Solutions Advisor™ to help you select a diversified portfolio that may be right for you. Merrill Lynch investment professionals monitor and adjust the portfolio, taking into consideration investment goals, risk tolerance, liquidity needs, time horizon and changing market conditions to help you stay on track.
May be a good move for...
  • Simplified and diversified investing
  • Accessing a professionally managed portfolio
  • Meeting current income needs
  • Long- or short-term goals
Tab One

Portfolios for every type of investor

A professionally managed portfolio may be more accessible than you think. And whether you're taking a more conservative or more aggressive approach to investing, Merrill Edge Select® Portfolios offer a variety of portfolios to choose from—all actively managed by Merrill Lynch investment professionals.
Why Merrill Edge for managed portfolios?
  • Professional oversight—Merrill Lynch analysts and investment professionals actively monitor and manage investments.
  • Low initial investment—get started with a minimum investment of $20,000
  • A flat 1% annualized program fee—includes execution costs. Other fees may apply.1
  • Ongoing guidance—meet with a Merrill Edge Financial Solutions Advisor™ at least semi-annually for portfolio reviews.
How Merrill Edge Select Portfolios work
Work with a Merrill Edge Financial Solutions Advisor™ to determine which portfolio may be right for you.
Tab Two

Find the investments that may be right for you

When you choose to invest with Merrill Edge Select® Portfolios, a Financial Solutions Advisor and the investment professionals at Merrill Lynch will work together to help you select the appropriate portfolio for your needs and provide ongoing investment guidance.
Choose a portfolio
Choose from our selection of managed portfolios

Work one-on-one with a Financial Solutions Advisor to help you select from a variety of portfolios designed to pursue your investment goals.
Pursue your goals
Managed portfolios are monitored and rebalanced continuously

Learn how each portfolio is monitored and adjusted, taking into consideration your investment goals, risk tolerance, liquidity needs, time horizon and changing market conditions.
Stay on track
Meet with your Merrill Edge Financial Solutions Advisor to help you stay on track

Meet with a local Financial Solutions Advisor twice a year to help you make sure your account is on track with your current goals.
Work with a Merrill Edge Financial Solutions Advisor™ to determine which portfolio may be right for you.
Tab Three

Getting started is as easy as 1-2-3

1
Meet with a Financial Solutions Advisor
Meet with a Financial Solutions Advisor to discuss your financial goals. Together you'll select from a variety of portfolios.

Call 1.888.866.2190 today or find a local Financial Solutions Advisor at thousands of select Bank of America banking centers.

Schedule a consultation »
2
Open and fund your account
Open your account and choose from a variety of convenient ways to fund with a low minimum investment of $20,000 or more. Your account is active within a few days of funding and your portfolio will be managed by the team at Merrill Lynch.

Here's what you'll need:

  • Social Security number and date of birth
  • A valid mailing and email address
  • Employment information, including company name, address and start date
  • General financial information, such as annual income and household net worth
  • Names and dates of birth for any beneficiaries
  • All account holders must be available in person or by phone
3
Stay on track with help from Merrill Edge
  • Access your account anytime, anywhere—online, on your mobile device and at thousands of Bank of America ATMs
  • Receive detailed quarterly reports on your portfolio's performance
  • Meet with a Financial Solutions Advisor twice a year to review your portfolio's performance to help you stay on track with your investment goals
Work with a Merrill Edge Financial Solutions Advisor™ to determine which portfolio may be right for you.
Tab Four

Low minimums and competitive fees make it easy to get started.

It's easy to get started with a low minimum investment and a competitive annual fee that includes execution costs. Other fees may apply.1
Minimum InvestmentProgram Fees1
$20,0001%annually

View all Merrill Edge pricing »

Work with a Merrill Edge Financial Solutions Advisor™ to determine which portfolio may be right for you.
Ready to get started?
1.888.866.2190
Call 24 hours a day, 7 days a week

1 Program fees include portfolio management and trading costs, as well as ongoing support. In addition to the annual program fee, funds within each portfolio have their own expenses, as would individual securities. Other fees may include those mandated by the SEC; transfer, exchange and fund-redemption fees; conditional deferred sales charges; and markups or markdowns. For full fee details, contact us for the Merrill Edge Advisory Account ADV brochure.

Diversification, asset allocation and rebalancing do not ensure a profit or protect against declining markets.

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