A wrap account is a brokerage account for which the client pays a management fee rather than commissions for individual transactions. The original premise behind these accounts is to change the incentive for brokers, from volume to asset growth, in response to excessive "churning." However, investors must be cautious about a fee-based model.. Wrap Account: A wrap account is used by a brokerage firm to manage an investor's portfolio for an annual fee, which is based on total assets under management (AUM). This fee covers all of the.

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Wrap accounts are a type of investment account. An annual fee structure "wraps" all of the costs associated with the management, brokerage, and administration efforts of the account into one fee. Money managers invest and manage a group of investments in a wrap account, which may include individual securities or funds.. Wrap accounts provide investors with the flexibility to tailor their investment approach. Advisors work closely with clients to understand their preferences, risk tolerance, and financial goals, allowing for a customized investment strategy. This level of personalization ensures that the portfolio aligns with the investor's values and.