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 Fee-Based Brokerage Services |
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Description
Legg Mason has created the several fee-based brokerage account options to offer competitive pricing plans for building and protecting your investment portfolio. These pricing plans integrate the professional guidance of your Legg Mason Financial Advisor with flexible trading parameters and ongoing financial advantages.
Our Advisory Choice fee-based brokerage account may be an appropriate choice if you seek customized advice on your equity, fixed income, balanced, or mutual fund investments - and - require full participation in the investment decision-making process.
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Benefits
- No transaction costs
- Single, asset-based fee
- Free Legg Mason Premier Program Account
- Free Legg Mason Online access
- Tax flexibility
- A quarterly Performance Monitor
- Year-end statement of gains and losses to simplify tax reporting
Your Advisory Choice account may include a combination of:
- Equities
- Closed-End Funds
- American Depositary Receipts (ADRs)
- Corporate, Government, and Municipal Bonds
- Over 100 Mutual Fund Families at NAV
- Certain Option Strategies
Investors Select is another fee-based brokerage account option that allows you to participate fully in the investment decision-making process selection while still enjoying flexibility and the professional guidance of your Legg Mason Financial Advisor.
Benefits:
- No transaction costs
- Single, asset-based fee
- Virtually unlimited trading
- A quarterly Performance Monitor
- Free Legg Mason Premier Program Account
- Free Legg Mason Online access
Your Investors Select account may include a combination of:
- Equities
- Equity Syndicates
- Options
- Fixed Income Securities
- Over 100 Mutual Fund Families at NAV
- Defined Portfolios
Our Value Plus fee-based brokerage account was designed to offer a pricing advantage for clients with higher trading activity.
Benefits:
- Single, asset-based fee
- No transaction limits
- Free Legg Mason Premier Program Account
- Free Legg Mason Online access
*Value Plus clients may transact in all the same asset categories as Investors Select clients
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Related Products/Services
Managed Money - Legg Mason
Managed Money - Outside Managers
This account is a brokerage account and not an advisory account. Our interests may not always be
the same as yours. Please ask us questions to make sure you understand your rights and our obligations
to you, including the extent of our obligations to disclose conflicts of interest and to act in your best
interest.We are paid both by you and, sometimes, by people who compensate us based on what you buy.
Therefore, our profits, and our financial advisors' compensation, may vary by product and over time.
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