To: Bob Kim who wrote (76553 ) 9/5/1999 1:07:00 AM From: Glenn D. Rudolph Read Replies (1) | Respond to of 164684
Bob, I see that the yearly fee is based on the amount of assets. I started this account with most of my assets at DLJ and have been moving funds to Merrill. It appears my fee will increase but not until the next year I believe. See the following: I have a chart of the fee somewhere around here but not sure where. Merrill Lynch Unlimited AdvantageSM One Fee = Total Access A simple annual fee based on the eligible assets you have with us - which means when you succeed, we succeed. Offers: Unlimited trades for most investors in most securities The advice and guidance of your Financial Consultant A Financial Foundation© Report, with periodic updates CMA© Cash Management Account© service CMA© Visa© Signature card and Rewards program Access to Merrill Lynch OnLineSM and Merrill Lynch research Reduced origination fee on eligible home financing eCommerce Hubs For more information about this relationship-based, nondiscretionary brokerage service, including fees, restrictions and other requirements, you can order a brochure online, ask your Financial Consultant and see the Client Agreement. This service is not designed for day trading or other extreme trading activity, including excessive options trading. Mutual fund transactions are subject to account and prospectus limitations. Additional fees and expenses may apply, such as purchases of underwritten offerings. Certain services may not be applicable to all accounts. Merrill Lynch Research reports and Financial Consultant advice are also included as part of the brokerage services available to commission-based clients. ¸ 1999 Merrill Lynch, Pierce, Fenner & Smith Incorporated. Printed in the U.S.A. Member, Securities Investor Protection Corporation (SIPC).