Series 14: 8.3.6. Wrap Accounts

Taken from our Series 14 Online Guide

8.3.6. Wrap Accounts

A wrap account refers to an arrangement where one fee is charged by a broker-dealer for all its services. These services might include the costs of trading, portfolio management, investment advice, asset allocation, and custody of assets.

Wrap accounts tend to be better for clients who trade frequently. Clients who seldom trade,

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