Premier Asset Management Accounts
Description

Legg Mason's Premier Asset Management Account is a consolidated investment account that allows you to simplify your financial picture, quickly and conveniently for one low annual fee.* Developed to help our clients enjoy the full benefits of a Legg Mason relationship, the account provides a host of value-added benefits and features including unlimited check-writing privileges, free unlimited IRAs, and the use of a Visa Gold Debit/ATM Card.

*The annual fee for individual accounts is $125 and is waived with mailing household assets of at least $500,000.

Benefits

  • A seamless approach to your full financial picture including performance reporting and free online account access with research capabilities.
  • Ongoing financial rewards, easy access to funds, and maximum earnings on your cash balances pending reinvestment.
  • The choice of having your cash balances, dividends and interest reinvested automatically into the Legg Mason money market fund of your choice.
  • The added convenience and expertise of a dedicated client service team available Monday-Friday from 8:30am-6:00pm and on Saturday from 9am-12pm Eastern Standard Time.


Features

  • Earn interest on your cash balances pending reinvestment.
  • Unlimited, no-fee, no-minimum checking.
  • No-fee VISA gold debit card.
  • ATM cash access.
  • Free IRAs in your mailing household.
  • Free real-time equity research in Legg Mason Online.
  • Time-weighted Performance Reporting through your Legg Mason Financial Advisor.
  • Premier Account Statement plus special annual review statement.
  • $25 Million in SIPC and Excess SIPC Protection


Related Products/Services

Lending - Secured for Managed Accounts
Private Banking Services
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