Merrill Lynch Wealth Management Tulsa Review
Updated:
By: Lauren Hamer
Sr. Editor
Edited By: Jeff Smith
Sr. Content Manager
Merrill Lynch Wealth Management’s Tulsa location provides a myriad of financial services and solutions to families, individuals and businesses in the area. At the Tulsa office alone, clients have 20 registered financial advisors and advising groups to choose from. This local office also regularly participates in charitable activities within the community, providing clients the opportunity to give back as well.
Advisor Review
Assets Managed:
$10.5M
Minimum Assets:
$5,000
Advisors:
5
Fee Structure:
Fee-Only
Bottom Line
Merrill Lynch Wealth Management’s Tulsa location provides a myriad of financial services and solutions to families, individuals and businesses in the area.
About Merrill Lynch Wealth Management Tulsa
Merrill Lynch Wealth Management’s financial services and products range from investment opportunities to planning for retirement and everything in between. The company’s advisors are also capable of working hand-in-hand with other professionals, such as tax attorneys and estate planners, to ensure that each client’s goals are not only met but exceeded.
If interested clients are unsure of which financial services and products best fit their needs, the Merrill Lynch Wealth Management website allows visitors to input their financial goals or needs and be paired with the relevant service or products. Visitors can also use the online Investment Personality Assessment tool to better understand their investing goals and needs. Additionally, Merrill Lynch Wealth Management’s advisors are always prepared to help clients identify which products and services will help them best meet their financial objectives.
Individuals and families can use the Merrill Lynch Wealth Management website to access a variety of investing and financial resources, as well. These resources include current market standings, investment trends, portfolio strategies and more.
In addition to regularly meeting and consulting with an assigned financial advisor, an individual’s financial information can be safely and securely accessed via the Merrill Lynch Wealth Management suite of apps and online portals.
| Assets Managed | $10.4 Million |
| Minimum Assets | $5,000 |
| Number of Advisors | 5 |
| Fee Structure | Fee-Only |
| Address | 6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136 |
Merrill Lynch Wealth Management Tulsa
- Assets Managed: $10.5M
- Minimum Assets: $5,000
Frequently Asked Questions
Customers who are interested in working with Merrill Lynch Wealth Management frequently asked these questions.
Merrill Lynch Wealth Management products and services require fees based on factors such as account duration, annual fees, investment amounts, percentages and so on. These fees will range depending on the individual’s investment and financial goals as well.
Yes, individuals can open Roth IRA accounts with Merrill Lynch Wealth Management advisors.
Yes, annuities for retirement income can be purchased through the many available Merrill Lynch Wealth Management advisors in Tulsa.
Merrill Lynch Wealth Management clients can access a wide variety of online resources on the firm’s website. These resources include up-to-date research, articles, investment tools and free calculators.