Preferred Services Program

Under the Preferred Services program, Morgan Keegan's Wealth Management Services Department offers clients with pre-existing money manager relationships many of the same benefits provided through the Preferred Managers Program. While Morgan Keegan does not assist in the selection of the manager, we will work with your chosen manager to negotiate fees and minimum investment requirements. Once a manager is in place, the Preferred Services program will provide portfolio manager performance reviews and regular account performance appraisals.

Fees
An annual fee based on assets under management includes all commission charges, custodianship of assets, and performance evaluations. This annual fee does not include the investment advisory fees charged by the money manager.