Investment solutions designed for you
With Legacy National banking and Merrill investing, find the investment approach that fits your needs to help you manage your wealth.
You’ll work closely with a dedicated advisor to help you create a personalized financial strategy.
Investment minimum:
Generally $250,000
Personalized insights, guidance, and digital tools to confidently act on your ideas. Or, get a professionally managed portfolio with an optional advisor.
Investment minimum:
No minimum (Self-Directed) or as low as $1,000 (Guided)
From trust and estate planning to philanthropy services, we help manage the complexities of substantial wealth.
Investment minimum:
$3,000,000
1. Please review the applicable Merrill Guided Investing Program Brochure for information including the program fee, rebalancing, and the details of the investment advisory program. Your recommended investment strategy will be based solely on the information you provide to us for this specific investment goal.
2. The Merrill Guided Investing program investment minimum is $1,000 for growth-focused strategies and $50,000 for income-focused strategies. The Merrill Guided Investing with Advisor program investment minimum is $20,000 for growth-focused strategies and $50,000 for income-focused strategies.