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Legg Mason Customer FAQ

Top Answers & How-to Guides

What is Legg Mason's Phone Number?

The question we are asked most often is about how to talk to Legg Mason customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

Can I transfer my existing investments to a Legg Mason account?

Transferring investments to a Legg Mason account is usually doable through an account or asset transfer. This requires...

Can I set up automatic contributions to my investment account?

Legg Mason provides options for setting up automatic contributions to investment accounts, allowing for consistent investing...
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Recent Legg Mason Customer Questions

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Investment Products

What services does Legg Mason offer?

Legg Mason offers a wide range of investment services for individual investors, financial advisors, and institutions, focusing...
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What types of investment products does Legg Mason offer?

Legg Mason provides a wide variety of investment products, including mutual funds, exchange-traded funds, separate accounts,...
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What are the fees and expenses associated with Legg Mason's investment products?

Legg Mason's investment products have varying fees and expenses, including management fees, distribution fees, and other...
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What types of accounts does Legg Mason offer?

Legg Mason provides a range of account types tailored to different client needs, including individual and joint brokerage...
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What types of retirement accounts are offered by Legg Mason?

Legg Mason does not directly provide retirement accounts but offers mutual funds and strategies suitable for use in various...
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Investment Process

What is the minimum investment required to start investing with Legg Mason?

The minimum investment amount at Legg Mason varies by fund and can range from a few hundred to several thousand dollars....
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Can I transfer my existing investments to a Legg Mason account?

Transferring investments to a Legg Mason account is usually doable through an account or asset transfer. This requires...
Read more

Can I set up automatic contributions to my investment account?

Legg Mason provides options for setting up automatic contributions to investment accounts, allowing for consistent investing...
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Can I withdraw funds from my Legg Mason account at any time?

Withdrawals from a Legg Mason account usually depend on the investment type. Open-end mutual funds typically allow withdrawals,...
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What should I consider before investing in Legg Mason products?

Before investing in Legg Mason products, individuals should assess their financial goals and risk tolerance, understand the...
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Tax and Contributions

What are the tax implications of investing with Legg Mason?

Investing with Legg Mason involves various tax implications depending on the type of investment product, such as mutual funds...
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Does Legg Mason offer digital tools for tracking investments?

Legg Mason provides a range of digital tools to help investors track their investments and manage portfolios. These include...
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Investor Education

Does Legg Mason offer any educational resources or tools for investors?

Legg Mason offers a range of educational materials and tools for investors, including articles, videos, and webinars on various...
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What resources does Legg Mason provide to help me understand investing?

Legg Mason supplies numerous resources aimed at improving investment knowledge, including articles, white papers, webinars, and...
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How does Legg Mason ensure portfolio diversification for clients?

Legg Mason adopts a comprehensive strategy for ensuring portfolio diversification that includes asset allocation across various...
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Does Legg Mason provide ongoing monitoring of investments?

Legg Mason provides ongoing investment monitoring through regular assessments of portfolio and fund performance. This helps...
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What events does Legg Mason host for investors?

Legg Mason organizes various events for investors, including webinars, seminars, and conferences, focusing on investment...
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Account Management

How does Legg Mason handle client privacy and data security?

Legg Mason prioritizes client privacy and data security, adhering to strict regulatory standards. They use advanced encryption,...
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Are there minimum age requirements for opening an account?

Legg Mason generally requires individuals to be at least eighteen years old to open a personal investment account. Minors may...
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How can I check the performance of my investments with Legg Mason?

To assess investment performance with Legg Mason, an investor can log into their account on the Legg Mason website for detailed...
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How can I change my investment preferences with Legg Mason?

To modify investment preferences with Legg Mason, investors can typically log into their online account to review and adjust...
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What information do I need to open an account with Legg Mason?

To establish an account with Legg Mason, you need personal identification, including your name, date of birth, and social...
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