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wrap fee

A charge for an investment program that bundles together a suite of services, such as brokerage, advisory, research, and management.

Related information about wrap fee:
  1. Wrap Fee Definition | Investopedia
    A comprehensive charge levied by an investment manager or investment advisor to a client for providing a bundle of services, such as investment advice, ...
     
  2. Wrap Fee - Financial Dictionary - The Free Dictionary
    A fee a money manager charges a client for all services the money manager offers. The wrap fee covers investment advice, portfolio management brokerage ...
     
  3. What is wrap fee? definition and meaning
    Definition of wrap fee: A charge for an investment program that bundles together a suite of services, such as brokerage, advisory, research, and management.
     
  4. Wrap Fee Sponsors - Morgan, Lewis & Bockius
    Morgan Lewis's Wrap Fee Sponsors Group assists investment advisers and broker-dealers in developing and operating wrap fee programs, including mutual ...
     
  5. What is a Wrap Fee?
    Wrap fees are the schedule of bundled rates that are charged to an investor. Instead of charging a separate fee for each service that is extended to the client, ...
     
  6. ALPHACLONE WRAP FEE PROGRAM BROCHURE
    Wrap Fee Program (the “Program”). You should consider the information in this brochure carefully before becoming a Program client. Please note that this ...
     
  7. Wrap account - Wikipedia, the free encyclopedia
    A wrap account (or wrap service) is a means of consolidating and managing an investor's investment portfolio and financial plans. Wrap fee services are offered ...
     
  8. WRAP FEE PROGRAM BROCHURE INSTRUCTIONS
    If you sponsor a wrap fee program, you must give a wrap fee ... However, if a wrap fee program that you sponsor has multiple sponsors and another sponsor ...