Managed Portfolios

Investment Choices Overview > Managed Portfolios

Professional portfolio management by Merrill Lynch®

If you want a professional to manage your investments for you, consider Merrill Edge Select® Portfolios. Work with a Merrill Edge Financial Solutions Advisor™ to select a diversified portfolio2 that aligns with your goals, risk tolerance, liquidity needs and time horizon, then rely on Merrill Lynch investment professionals to regularly monitor and adjust the portfolios — so you don't have to.
May be a good move for...
  • Simplified and diversified investing
  • Accessing a professionally managed portfolio
  • Meeting current income needs
  • Long- or short-term goals
Why Merrill Edge

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 0.85% annualized program fee—includes execution costs. Other fees may apply.1
  • Ongoing guidance—meet with a Merrill Edge Financial Solutions Advisor™ periodically for portfolio reviews.
 
Invest with advice when you need it
Invest with a licensed Merrill Edge Financial Solutions Advisor™, who can help you pursue your financial goals and plan for what matters most to you.

Find the investments that may be right for you

When you choose to invest with Merrill Edge Select® Portfolios, you receive the ongoing investing advice of Financial Solutions Advisors, an investment strategy aligned to your needs and the professional portfolio management of Merrill Lynch.
 
Choose
a portfolio
Choose from our selection of managed portfolios
Work one-on-one with a Financial Solutions Advisor to help you select from Pursue your investment goals by selecting from a variety of portfoliosFootnote 4 designed to pursue your investment goals.
Pursue
your goals
Managed portfolios are monitored and rebalanced continuously
Learn how each portfolio is Learn how each Merrill Edge managed portfolio is monitored and adjusted, taking into consideration your investment goals, risk tolerance, liquidity needs, time horizon and changing market conditions.Footnote 2
Stay
on track
Meet with your Merrill Edge Financial Solutions Advisor to help you stay on track
Meet with a Financial Solutions Advisor periodically to help you make sure your account is on track with your current goals.
 
Invest with advice when you need it
Invest with a licensed Merrill Edge Financial Solutions Advisor™, who can help you pursue your financial goals and plan for what matters most to you.
Tab Three

Getting started is as easy as 1-2-3

Step 1
Meet with a Financial Solutions Advisor
A Merrill Edge Financial Solutions Advisor™ will recommend an investment strategy, developed by Merrill LynchFootnote 3, that aligns with your needs and goals.

Call 888.637.3343 today or find a local Financial Solutions Advisor at thousands of select Bank of America financial centers.

Schedule a consultation »
Step 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.Footnote 3

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
Step 3
Stay on track with help from Merrill Edge
  • View and manage your accounts 24/7 — online and on your mobile device
  • Receive detailed quarterly reports on your portfolio's performance, in addition to the standard monthly statements
  • Meet with a Financial Solutions Advisor periodically to make sure your portfolio is on track with your current goals
Invest with advice when you need it
Invest with a licensed Merrill Edge Financial Solutions Advisor™, who can help you pursue your financial goals and plan for what matters most to 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 Investment Program Fees1
$20,000 0.85% annually

View all Merrill Edge pricing »

Invest with advice when you need it
Invest with a licensed Merrill Edge Financial Solutions Advisor™, who can help you pursue your financial goals and plan for what matters most to you.
There is an annual fee of 0.85% on the assets held in the account. This fee is charged monthly in advance. For full fee details, please see the Merrill Edge Advisory Account ADV brochure. 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 internal expenses, as would individual securities. Other fees may apply, including those mandated by the SEC; transfer, exchange and fund-redemption fees; conditional deferred sales charges; and markups or markdowns.
Footnote 2 Diversification, asset allocation and rebalancing do not ensure a profit or protect against loss in declining markets.

Footnote 3 Global Wealth & Investment Management Chief Investment Office ("GWIM CIO") develops the investment strategies for Merrill Edge Select Portfolios, including providing its recommendations of mutual funds, ETFs and related asset allocations. Managed Account Advisors LLC ("MAA"), Merrill Lynch's affiliate, is the overlay portfolio manager responsible for implementing the Merrill Edge Select Portfolios strategies for client accounts, including facilitating the purchase and sale of mutual funds and ETFs in client accounts and updating account asset allocations when the GWIM CIO's recommendations change while also implementing any applicable individual client or firm restriction(s).

Footnote 4 You may also be able to obtain the same or similar services or types of investments through more than one strategy in the Merrill Edge Advisory Account Program (Program), or through other programs and services, both investment advisory and brokerage, offered by Merrill Lynch; these may be available at lower or higher fees than charged by the Program. The other investment advisory program, which has a lower program fee rate than the Program, is the Learn more about the other investment advisory program Merrill Edge Guided Investing program. The services that you receive by investing through Merrill Edge Guided Investing will be different from the services you receive through the Program. The Program differs from Merrill Edge Guided Investing in a number of important respects including that it provides a broader range of investment options, and access to Financial Solutions Advisors. You may also be able to obtain some or all of these types of services from other firms, and if they are available, the fees associated with them may be lower or higher than the fees we charge.

The Merrill Edge Select® Portfolios are part of the Merrill Edge Advisory Program and require participation in the program to invest. In addition the Merrill Edge Advisory Program is sponsored by Managed Account Advisors (MAA) an affiliate of MLPF&S. MLPF&S and Managed Account Advisors LLC (MAA) are registered investment advisers. Investment Adviser registration does not imply a certain level of skill of training. Please review disclosure statement for a full description of services and fees.

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