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Managed Accounts

Freedom Account*

Freedom is a discretionary, turnkey account offering six professionally designed asset allocation models, automatic fund selection and annual rebalancing. It is available using either mutual funds or exchange-traded funds that are carefully chosen by Raymond James’ experts.

Freedom has a minimum account size of $50,000.

Raymond James Consulting Services (RJCS)

RJCS brings an institutional focus to portfolio management for individual clients. Using rigorous due diligence to select and retain skilled managers while identifying active risk, we help you construct portfolios with a combination of managers and styles to fit the diverse needs of investors.

Raymond James Consulting Services has a $100,000 minimum for equity and balanced accounts, $200,000 for fixed income accounts, and $200,000 to $500,000 for municipal bond accounts.

“Learn more about the development of RJCS and our vision for its future.”

Eagle High Net Worth

The Eagle High Net Worth Program offers an integrated approach to the management of significant wealth, incorporating core investment strategies designed to help your clients achieve either capital preservation or long-term capital appreciation.

Eagle’s services require a $100,000 minimum for equity accounts and a $200,000 minimum for fixed income accounts.

Outside Manager Program

If you have an existing relationship with a money manager not currently approved by Raymond James, we can often help you continue the relationship.

The Outside Manager Program is designed to assist advisors in maintaining third-party-manager relationships in a wrap-fee format when joining Raymond James from another firm. After screening a requested money manager, Raymond James may establish an operational and custodial relationship with that manager in order to make your transition as seamless as possible for your clients.

*Investors should understand that the annual advisory fee charged in the Freedom ETF Account program is in addition to the management fees and operating expenses charged by exchange-traded funds. These additional considerations, as well as the Freedom fee schedule, are listed more fully in the Client Agreement and the firm’s Form ADV Part II. Further information on the funds selected for the Freedom Portfolios is available by prospectus. Investors should carefully consider the investment objectives, risks, charges and expenses of exchange-traded funds before investing. All investments are subject to risk. The prospectus contains this and other information about the funds and should be read carefully before investing.
 
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