Wirehouse
Merrill (Bank of America)
Merrill appears as a selling firm for the Goldman Exchange Place exchange fund.
- Their fee
- Not disclosed
- Minimum
- Not disclosed
- Onboarding
- Not disclosed
- Status
- Unknown
Not disclosed.
I found no 2026 public source on Merrill or Bank of America Private Bank access to exchange funds or tax-aware long/short.
Qualified purchasers for exchange funds.
Products they offer
Exchange funds
| Product | Product fee | All-in fee |
|---|---|---|
| Goldman Sachs Asset Management: Exchange Place fundsMerrill Lynch, Pierce, Fenner & Smith is a sales compensation recipient on the 2019 Form D. Current status not verified. | Not disclosed | Not disclosed |
Sources
Checked 2026-10. Confidence: low.