WrapManager Review


Trust Score 96%
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WrapManager, federally registered in 2000, is a Registered Investment Advisor (RIA) in 48 state(s) with a licensed staff of 8 advisors. WrapManager manages $341.2 million and provides investment advisory services for 294 clients (1:37 advisor/client ratio).

Fees may vary. Please contact an adviser for details.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 37 clients (industry average 1:50)

Considerations


  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Fees may vary. Please contact an adviser for details.
Minimum Investment $500,000
Minimum Annual Fee $0
Average Account AUM $1,160,537
Hybrid Advisor No
Disciplinary History No
Total AUM $341.2 million
Advisor / Client Ratio 1:37
Headquarters Mill Valley, CA
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