Fee Based Accounts

Morgan Keegan offers a variety of fee-based accounts for your individual needs. These accounts include:

• Preferred Managers: Provides investors access to a select set of third party money managers historically available only to institutional investors.
• Preferred Diversified Portfolio (PDP): Offers the ability to invest with multiple third party money managers, mutual funds, and ETFs in a single Morgan Keegan account.
• Preferred Funds Discretionary: Matches mutual funds on the Select List with Wealth Management Services asset allocation portfolios to provide fully diversified investment portfolios.
• Preferred Services (Dual Contract): Provides access to investment managers with whom you may already have an established relationship, or managers who are not selected as part of the Preferred Managers Program. 
• Preferred Advisor Discretionary: Allows a financial advisor designated by the client to serve as investment manager and trade on a discretionary basis.
• Preferred Advisor Non-Discretionary: Allows the the financial advisor to act as an investment consultant while the client maintains trading discretion.