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:
- 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, ...
- 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 ...
- 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.
- 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 ...
- 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, ...
- 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 ...
- 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 ...
- 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 ...