Merrill Lynch Wealth Management

Name: Merrill Lynch Wealth Management
Address: 102 Business Park Drive, Utica, NY, 13502, utica, IN, US
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Utica, Indiana

📍 102 Business Park Drive, Utica, NY, 13502, Utica, Indiana

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📍 102 Business Park Drive, Utica, NY, 13502, Utica, Indiana

About Merrill Lynch Wealth Management

Merrill Lynch Wealth Management is a financial advisor located in Utica, Indiana. As a local financial advisor, they serve Utica and surrounding communities in Indiana. Contact them through ProHorizon for a free quote.

Financial professionals in Utica should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Indiana securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Utica

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Utica may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Utica

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Utica?

Financial Advisors in Utica typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Utica?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 0 financial advisors in Utica to choose from.

Does Merrill Lynch Wealth Management offer free quotes?

Contact Merrill Lynch Wealth Management directly to ask about free estimates. You can also request a quote through ProHorizon.