# Merrill Edge

Merrill Edge is a Bank / Wealth / Trust based in Charlotte, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** www.merrilledge.com
- **LinkedIn:** https://www.linkedin.com/company/merrill-edge

## Regulatory record

- **Reports private funds:** No

## About

Merrill Edge offers a wide range of investment products and advice, including brokerage and retirement accounts, online trading, and financial research.

## Questions

### Does Merrill Edge deploy proprietary capital or operate direct-investment vehicles?

Merrill Edge does not deploy proprietary balance-sheet capital and does not sponsor direct-investment funds. The platform distributes mutual funds, ETFs, and model portfolios managed by BofA Global Research and external managers, but all investment decisions rest with the end-client.

### How does Merrill Edge generate revenue if there are no account minimums or direct management fees?

Revenue comes primarily from net interest margin on cash balances swept to Bank of America-affiliated deposit accounts, payment for order flow on equity and options trades, mutual-fund shelf-space fees, and tiered advisory-fee rates on Guided Investing accounts that hold ETF-based model portfolios.

### Does Merrill Edge maintain a physical-office footprint or a dedicated investment team?

The platform has no separately disclosed standalone offices or dedicated leadership roster. Clients can access in-person support through Bank of America financial centers, but all core platform operations — trade execution, portfolio rebalancing, and research distribution — are digital and centrally managed from the parent bank’s infrastructure.

## Related profiles

- [Merrick Ventures](https://altss.com/profile/merrick-ventures)
- [Merrion Investment Management](https://altss.com/profile/merrion-investment-management-co)

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Last updated: 2026-06-03T20:00:00.000Z

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