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Can your manager go to 100% cash or cash equivalents? These four can.

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4 Top Managers
Top Money Managers

With Fourth Quarter net and gross performance. Money managers ranked in the Top 1% of Performance for their investment styles.

 

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We’ll use the power of diversification to craft a custom portfolio for you. Call (800) 541-7774 or click for a free portfolio consultation.

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About WrapManager: Helping you with your goals using a custom money manager portfolio.

Managed Account Fees

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.*

All-inclusive fee provides you with ease of administration, convenience, and simplified reporting.

The following value-added account and advisory services are included in this fee.

Service DescriptionFee
Account establishment fee$0
Transaction fees$0
Withdrawal fees$0
Manager change fees$0
Manager termination fees$0
Unlimited trading and Commissions$0
IRA / ROTH IRA custodial fees$0
Money manager(s) management feeIncluded
Investor Discovery Profile to establish personal goals, investment objectives, risk tolerance, investment timelineIncluded
Develop a 360º Wealth Management Plan for a customized and comprehensive investment management strategy specific to your goalsIncluded
Asset allocation and portfolio designIncluded
Money manager research and handpicked recommendationsIncluded
Portfolio construction and maintenanceIncluded
Monitor portfolio performance and progress towards personal goalsIncluded
Detailed monthly statementsIncluded
Enhanced 1099 annual tax reportIncluded
SIPC insurance to limitsIncluded
Excess SIPC insurance to full account valueIncluded
24/7 online account accessIncluded
Downloads to Quicken, Money or ExcelIncluded
First Class Client Service from a Wealth Strategist to deliver prompt, efficient, accurate, and responsive service catered to your personal satisfactionIncluded
Monthly Newsletter including current market commentary, money manager profiles, and timely educational articlesIncluded

Click here for a FREE Money Manager Kit or call (800) 541-7774.

*WrapManager accommodates clients using money managers other than our recommended managers; fees may be higher or lower in these instances. Additional SEC fees and other fee details 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.

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