Majestic Financial
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Discretionary Accounts

Discretionary Accounts Explained

Often clients want a financial institution to manage their investments with them, but the client doesn’t want to have to worry about making day to day investment decisions.  Majestic Financial has Discretionary accounts where the advisors learn what the client’s goals, risk tolerance and time horizons are and invest appropriately.  While the advisors will still be in contact with the clients, the client doesn’t have to give the approval for every trade made in the account.  This is a win-win situation because the advisors can place trades when it is most beneficial to the client without having to worry about getting approval in time, while the clients can have peace of mind knowing that they’re staying up to date with the changing market without having to be by their phone all the time.  All Majestic Financial advisors contribute to discretionary decisions, but Leon Bennett is the primary Discretionary Portfolio Models Manager. 

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Majestic Financial
​220 South Main Street, PO Box 322, Plainwell, MI 49080      
307 E Green Street, 
Hastings, MI 49058
​(269) 443-2160
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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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Majestic Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2021 Securities offered through Raymond James Financial Services, Inc., member 
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  • Home
  • Who We Are
    • Financial Consultants >
      • Sean Budlong
      • Brandon Wilkins
      • Leon Bennett
    • Senior Client Service Managers >
      • Laurie Budlong
      • Kendra Omans
    • Client Service Managers >
      • Jaime Merriam
      • Alyx Hampel
      • Becky Sharp
    • Marketing Team >
      • Josh Budlong
      • Isiah Meyer-Penney
  • Who We Serve
    • Small Business Owners
    • Families
    • New Investors
  • Investments
    • Discretionary Accounts
    • Options Contracts
    • Structured Investments
  • Services
    • Legacy Planning
    • Retirement Planning
    • Tax Planning
    • Money Management
    • Protection Planning
  • Client Access
    • Login
    • Enroll
    • How to Enroll
    • Password Reset
  • Contact Us
  • Blog
  • Events
  • Newsletter