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Premier Program |
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Description

Enjoy the rewards of an exclusive relationship
The Premier ProgramSM from Legg Mason
Reserved for our most valuable clients, the Premier Program rewards you and your family with our very best service - and our single greatest advantage. Over a century of experience in building investors a stronger financial future.
By establishing Legg Mason as your primary financial partner, you enjoy the advice and expertise of your Legg Mason Financial Advisor through an exclusive selection of value-added benefits.

Three Ways you can Qualify
- If you have a Legg Mason Premier Asset Management AccountSM or
- If you have one Legg Mason fee-based account (Fee-Based Brokerage Services, Managed Money - Legg Mason or Managed Money - Outside Managers) or
- You have cumulative assets with Legg Mason equal to or greater than $500,000
For more information on how to take full advantage of these benefits, please call your Legg Mason Financial Advisor today.

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Benefits

A Premier Program Account Statement
Enjoy our best information on EVERY Legg Mason account - all in one comprehensive account statement!
Ongoing Financial Rewards
Take advantage of a variety of Legg Mason account services at no charge including no-fee IRAs (Traditional, Roth, Education).

The Account Statement
- The Household Summary page consolidates the financial highlights for every account in your Legg Mason Household in one convenient place.
- The Cash Activity Summary categorizes your cash flows and allows you to see how your cash balance has changed during the statement period, from a beginning balance to an ending balance.
- Secured Line of Credit Information - If you have a Legg Mason Secured Line of Credit, this section provides you with information on outstanding balances, interest paid and interest rate information.
- Unrealized and Realized Gain/Loss Summary - Similar to the Summary in our standard account statement, this section also provides unrealized gain and loss information.
- The Portfolio Holdings section allows you to view important Account Holdings information by asset category. Information provided in this section includes: acquisition date, cost basis, symbols, security description, quantity and other relevant data.
- The Premier Check Activity provides a complete list of your Premier Asset Management Account Check Activity displayed in check number order, as well as detailed information on each check. It will also display the expense code you designate for each check you write.
- The VISA Premier Card Activity section details all of your VISA Premier Card Activity including purchases and ATM transactions.
- If you have Bonds in your portfolio, you'll also be able to see each individual Bond Rating.

Ongoing Financial Rewards
As a Premier Program client, you'll enjoy a variety of Legg Mason account services at no charge. We have waived these fees to recognize and reward your trust, each and every day.
A No-Fee Legg Mason Premier Asset Management Account® when:
This is annual savings of $125 for an individual or joint account, AND:
- Unlimited, No-Fee IRAs (a savings of $40 per IRA)
- Exemption from our annual service fee
- Exemption from duplicate account statements, trade confirmations, 1099s and other fees
- Optional Travel Rewards Program (through the Legg Mason Platinum MasterCard® from First USA)

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