Self-directed
investing |
| Guided portfolio strategies |
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Preferred advisory services |
| Description: For the independent-minded investor who prefers to make their own investment choices |
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Description: For the investor looking for a portfolio tailored to their goals, risk tolerance and time horizon, but who would like to remain in control of investment decisions and timing of trades and rebalancing. |
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Description: For the investor seeking professional money management, a portfolio tailored to their goals, risk tolerance and time horizon, and ongoing advice and guidance. Morgan Keegan's team of investment professionals handle all investment, trading and rebalancing decisions. |
| Investment Minimum: $500 |
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Investment Minimum: $5,000 |
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Investment Minimum: $50,000 |
| Investments: Stocks, bonds, ETFs, mutual funds, options |
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Investments: Mutual funds |
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Investments: Mutual funds or ETFS |
Features:
- Online access to Raymond James research reports and economic commentary
- Online trading of stocks and ETFs and access to account information
- Dedicated financial advisor
- Monthly printed or paperless statements and confirms through eNotification
- Sales charges, or commissions, are charged on each transaction in the account
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Features:
- Asset allocated portfolio of mutual funds designed to match your risk tolerance
- Dedicated financial advisor
- Ongoing portfolio recommendations
- Monthly and quarterly statements
- Choice of portfolio implementation using A or C share mutual funds
- Sales charges, or commissions, are charged on each transaction in the account
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Features:
- Asset allocated portfolio of no-load or load-waived mutual funds or ETFs to match your risk tolerance
- Dedicated financial advisor
- Automatic rebalancing
- Monthly statements and quarterly performance reports
- Single, asset based fee, assessed quarterly in arrears, for all services
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| Contact us |
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Learn more |
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Learn more |
