WrapManager’s Focused List Managed Account Program
WrapManager charges a single, asset-based fee that includes money manager management fees, commission and transaction costs, and WrapManager advisory services. The fee is .375 to .5 quarterly (1.5%-2% annually) of assets placed under management. Our fees may be lowered with larger account sizes.
For a full fee disclosure, please see our ADV Part 2A.
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*WrapManager accommodates clients using money managers other than our recommended managers; fees may be higher or lower in these instances. Additional fee details based on chosen program are detailed in WrapManager's ADV Part 2A. Fees may be lowered based on assets under management. Other account accommodations such as wire transfers, ACATS, etc. incur additional charges.