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Asset Management Services

asset management services asset management services

In today’s complex marketplace, even sophisticated investors are challenged to stay current, monitor their investments and respond to rapidly changing conditions.

 

For investors who’d like to free themselves from the need to constantly monitor asset allocation and portfolios, Trustmark Financial Services and Raymond James provide access to professionals whose skills at risk profiling, institutional asset allocation, money management selection and investment policy development can help you navigate in a constantly changing environment.

Benefits of Asset Management Services

Customized to meet the needs of your family

 

 

Fee-based so advisors have a vested interest in their clients’ success*

 

 

Strategic to reflect the dynamic nature of the market - and your life

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*In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2 as well as the client agreement. When deemed appropriate and in the client's best interest, brokerage accounts are available.

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Additional Considerations

You should consider the following factors when deciding whether a fee-based account is right for you:

  • your past and anticipated investment activity
  • past and anticipated use of the products and services available in the account
  • the value and type of eligible assets
  • the costs and potential benefits of the service
  • investment objectives and goals
  • additional financial and planning services provided by your financial advisor
  • personal preferences concerning available payment alternatives

You should also consider whether it would be better to pay separately for each trade executed and each product and service used. Since these factors may change, you should periodically re-evaluate whether the ongoing use of a particular asset-based fee program continues to be appropriate for your needs.

Please ask your financial advisor for a complete schedule of charges, which is available in Raymond James’ Form ADV Part 2A disclosure brochure or the client agreement.

All investing involves risk and you may incur a profit or loss. There is no assurance that any investment strategy will be successful.

Discover more for your wealth journey

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    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Trustmark Financial Services and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Trustmark Financial Services and Trustmark Bank are separately owned and operated and not independently registered as broker-dealers or investment advisers. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

    Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

    Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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